2.4. Customer Files

In this section...

In this section we'll learn about the Customer File and view the contents of the file.

We'll also learn how it can be a useful tool for navigating to all Customer Documents located in YOURFunction.

Open a Customer file.....

Step 1.

Customer Information Database View

The Customer Information Database lists a range of views which display your customer list in a range of categorisations. You can view your customers at a glance by surname, by organisation, by account number, by market segment, by region, by state and by suburb. Simply click on the view you like.



Once you have found the customer file, double click on the document in the view.

The Customer File displays as a series of tabulated headings:

Step 2.

Basics

Basics lists the main name and contact information about the customer. You can update this information at any time:

Step 3.

History

History will provide a list of all function sheets for this Customer held on file. To open History, Single-Click on Lookup History.



If this customer has had no Functions, the No History Found dialog will appear:



If the Customer has had Functions, type in the number of previous functions to view in the Number to View dialog:



YOURFunction will display summary details of these functions in the History Table. To open one of the function sheets displayed single click Open History Call.

Single Click on the function and click OK. YOURFunction will open the Function Sheet.

Step 4.

Marketing

Marketing details the categories for which a customer is placed for reporting purposes. This section also records the current account manager for the customer.

'Include in Marketing' indicates whether this customer will receive automated emails from YOURFunction.

Step 5.

Bookings

The Bookings tab is used to create bookings, quotes and function sheets. This is covered in 5. Starting a new enquiry.

Step 6.

Notes

Notes is a handy filing tool. It allows users to record information, create links to client emails and attach documents for a comprehensive record of all correspondence.

Lesson Summary....

Notice several of the things we worked on in this lesson:

• Viewing customer files in a variety of view categorisations
• Reviewing client history and navigating to previous function sheets
• The Notes field allows the flexibility to file a range of documents and notes for easy access in the future.

Remember, it is vital a successful sales person to maintain accurate customer files.