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