Difference between revisions of "Customer Manager"

Latest revision as of 04:01, 12 April 2018

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.

Features

Customer Manager provides a rich feature set to compliment the basic Organisations functionality. the basic features available with or without Customer Manager installed are:

Archive - If an Organisation is no longer needed, mark them as Archived. This will remove them from general Organisation searches, but will still be accessible from the Organisations list and Archived Organisations's option.
Contacts - View any existing organisation's contact's and add new ones
Logo - Upload an organisations logo

With Customer Manager installed the above basic organisation functionality is expanded and the additional functionality is listed below in the Organisations section, and more detail is provided from the Working with Organisations link in the Related Articles section.

Organisations

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 Organisations

View Organisations which you are a member of.

Service Contracts

View a list of all Service Contracts

Contacts

Against each Organisation you can record multiple contact's and their job's within the organisation. 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
Email - Send and record email communications with each contact

Read more about working with Organisation contacts from the Related Articles section

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 organisation on the customer portal
When raising requests in Service Manager and using the Organisations Details Progressive Capture form, choose which details / custom fields of the organization will be visible to the user logging a request

Document Manager

Search for and link documents to organisations

@@ Line 1: / Line 1: @@
- ''Customer Manager'' is an application that allows you to create and maintain your vital information about your customers
+<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;">
+__NOTOC__
+{| style="width:100%"
+|[[Main Page|Home]] > [[Applications]] > Customer Manager
+|style="text-align:right;"|[[:Category:Customer Manager|Index]]
+|}
+</div>
+[[File:customermanager.png|center|link=]]
+<br>
+{|style="width: 100%"
+|- valign="top"
+|style="width:73%"|
+==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.
-Features include:-
+|style="width:5%"|
-:* Customers (Organisations)
+|
-:* See all the customers I manage
+|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|
-:* See the split of my customers across industry sectors graphically
-:* Associate [[What_are_Co-Workers? |co-workers]] with customers
-:* Manage contacts for customers
-:* Manage [[What_are_Activities? |activities]] for customers
-:* See current requests for customer (if you also have ''Service Manager'')
-:* Attach files (documents etc.) to a customer organisation
-:* Record notes against organisations
-:* Have chronological view of updates for an organisation
-:* Schedule calls with contacts
-:* Send emails to contacts
-:* Record notes against contacts
-[[What_are_Contacts? | What are Contacts]]
+== Related Articles ==
+:* [[Working with Organizations|Working with Organisations]]
+:* [[Working with Contacts]]
+:* [[Service Contracts|Service Contracts(Beta)]]
+|}
-[[What_are_Organisations? | What are Organisations?]]
+== Features ==
-[[How do I find_Organisations_and_Contacts? | How do I find Organisations and Contacts?]]
+Customer Manager provides a rich feature set to compliment the basic '''[[Organizations|Organisations]]''' functionality.  the basic features available with or without Customer Manager installed are:
-[[How_do_I_Set_up_Contacts? | How do I Set up Contacts?]]
+* '''Archive''' - If an Organisation is no longer needed, mark them as Archived. This will remove them from general Organisation searches, but will still be accessible from the Organisations list and Archived Organisations's option.
+* '''Contacts''' - View any existing organisation's contact's and add new ones
+*  '''Logo''' - Upload an organisations logo
+With Customer Manager installed the above basic organisation functionality is expanded and the additional functionality is listed below in the '''Organisations''' section, and more detail is provided from the '''Working with Organisations''' link in the Related Articles section.
+==Organisations==
+* 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 Organisations==
+View Organisations which you are a member of.
+==Service Contracts==
+View a list of all Service Contracts
+==Contacts==
+Against each Organisation you can record multiple contact's and their job's within the organisation.  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
+* '''Email''' - Send and record email communications with each contact
+Read more about working with Organisation contacts from the '''Related Articles''' section
+==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 organisation on the customer portal
+* When raising requests in Service Manager and using the '''Organisations Details''' Progressive Capture form, choose which details / custom fields of the organization will be visible to the user logging a request
+===Document Manager===
+* Search for and link documents to organisations
+[[Category:Customer Manager]]