Customer Manager

Customer Manager is an application that allows you to create and maintain your vital information about your customers

Features include:-

• Customers (Organisations)
• See all the customers I manage
• See the split of my customers across industry sectors graphically
• Associate co-workers with customers
• Manage contacts for customers
• Manage 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 Organisations?

How do I find Organisations and Contacts?

How do I Set up Contacts?