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Contact Window for Customer Relations Management
The contact form holds a variety of information that may apply to different industries. According to the “Contact type,” the correct information will show for the relevant industry. For example a simple restaurant that does not have suppliers, or patients will not show those types of information relevant to an industry that has patients or suppliers.
Information for Clients can be as simple as their name and phone number & discount information. This would be useful for Pizza locations and Cafe's that use frequent buyer discounts. More complex clients would be House Accounts, where purchases would lay over for future payment.
New contacts can be created from the Terminal, or from the Back Office.
Sections of the CRM in the Office:
Trace: • contact_window
