ERP - Engineering &
Maintenance Edition
Customer Management
With the customer management features you have a large number of capabilities that make it easy to provide excellent support on many levels. Please review these features below and feel free to contact us for more detail.
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CONTACT MANAGEMENT
Customer management systems need to have great flexibility when adding contacts. We organize our customer database in a 3-tier heirarchial structure so that each customer added may have unlimited ship-to locations and unlimited contacts in each of those ship-to locations. In many cases there is an administrative contact with higher authority than other contacts in the same company. Settings that help control access to information published to the customer portal are easily managed so only authorized access is possible.
QUOTE & ORDER MANAGEMENT
When working with the customer management
forms you have full access to all of the past quotes & orders
ever created for the customer. It is easy to review
individual customers sales quotations & orders. You may
also email, fax or print the past quotations and orders as
needed from this form.
EQUIPMENT MANAGEMENT
The
equipment management features are very important to an
inspection business. Keeping detailed records on the
equipment being inspected or maintained is important to
lower your risks & liabilities as well as improve your
customers satisfaction about your knowledge of their assets.
Equipment records are automatically created when inspections
are uploaded. Inspection forms may be created for
vitually any type of equipment using the on-line inspection
form designer features, and they are used on our inspection
devices to perform the inspections.
SCHEDULE HISTORY
Within the customer management forms is the
SCHEDULE HISTORY tab. On this tab you can change
customers, choose specific start and end dates and instantly
review all past scheduled service calls ever performed.
The
ability to filter by specific ship-to location is also provided.