Customer Manager

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Introduction Customer Manager is a business to business customer relationship management application that allows you to create, manage and maintain your vital information about your customers.

Related Articles Organizations Contacts

Organizations

Organization's are your external customers. Customer Manager provides the ability to create, manage and maintain your customers and their contacts.

• Search, sort and organise your customers.
• Organisation records in Customer Manager provide the following capabilities.

• Activity Stream - Collaborate, Post and Comment on topics relating to the organisation
• Activities - Create and manage activities related to the organisation, such as reviews
• Members - Link internal staff to the organisation and define their roles (Account Manager etc)
• Documents - Search for an link documents held in Document Manager directly to the organisation
• Attachments - Upload and hold attachments against the organisation (contracts etc)
• Service Contracts (BETA) - Define service contracts, including supported items for the organisation

My Organizations

View Organizations which you are a member of.

Contacts

Against each Organization you can record multiple contact's and their job's within the organization. Each contact in Customer Manager has the following capabilities

• Activity Stream - Collaborate, post and comment on the contact record
• Notes - Add notes, and schedule call backs
• Activities - Manage activities related to each contact

Plug-ins

Service Manager

• View all requests which have been logged against the organisations
• Manager Portal Access, including contact's rights to cancel requests and view requests which they have raised directly or those which have been raised by other contact's from the the same organization on the customer portal

Document Manager

• Search for and link documents to organizations