CCS Point of Sale

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office:customer_relations_management:contact_window [2009/03/05 04:52]
markphsd created 		office:customer_relations_management:contact_window [2018/12/23 12:11] (current)
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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. 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.
  
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 New contacts can be created from the Terminal, or from the Back Office. New contacts can be created from the Terminal, or from the Back Office.
  
-{{:​office:​customer_relations_management:​contactdisplay.jpg|}}+{{  :​office:​customer_relations_management:​contactdisplay.jpg|}} 
 + 
 + 
 +===== Sections of the CRM in the Office: =====
  
  
-There are 7 Sections of the CRM in the Office: 
  ​[[Demographics]]  ​[[Demographics]]
 +
  ​[[File Folders]]  ​[[File Folders]]
 +
  ​[[Purchases]]  ​[[Purchases]]
 +
  ​[[Notes & Events]]  ​[[Notes & Events]]
 +
  ​[[Statistics]]  ​[[Statistics]]
- ​[[Gift Cards]] 
- ​[[Loyalty Purchases]] 
  
 + ​[[Customer Gift Cards]]
 +
 + ​[[Patient Info MMJ]]
 +
 + ​[[User Preferences]]

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