Client Records

Accurate client information is critical to the success of any business. For this reason, client information recording is monitored by the program to achieve a clean contact management database:

• Eliminates duplicates by checking as data is entered
• Disallows staff to enter data until one contact detail is taken
• Accurate and high speed recording of street addresses via a self-generating street database
• Identification to management of incomplete client data entered by staff – eg. Only phone but no address, etc

The client record also has the following:

• Client Photos - access directly from any USB digital device
• Full contact details
• A “Known as” field for letters and communication
• Account balances and sales analysis history
• Recalls and reminders
• Personalised discount schedules with time frames
• User-defined marketing flags and client categories
• Client Communication preferences for different services (see Marketing)
• Account History and transactions
• Financial history including Loyalty Point History
• Full Document Manager for letters, emails, SMS and notes
• Recording of referrals
• Communication preference (eg. No SMS but emails OK and no calls)
• Barcodes – self generating or scan in from loyalty card

* Click here to read more on Cient Database Technology.