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Tag : customer information
Keywords (or Customer Preferences) provide an excellent way to track certain mailing lists, advertising campaigns, group discount members, coupons, and other important marketing information. Keywords can be of great statistical help when used in conjunction with the Find..
The Group/Details tab, located at the middle bottom of the Contacts file, is used to store pertinent customer in..
If you have an existing printed customer list, you can enter it one record at a time in the Cont..
Know exactly who your best customers are for any time period; an excellent way to thank or reward your best customers for their ..
Click on the New Customer side bar button in the top left corner of the work order screen> A dialog box appears. It will search the Contacts file to make sure the customer has not been previously entered. Enter the first and last name of the customer. Tip: If you think the customer is already ..
You have multiple records for the same customer, perhaps with different spelling or maiden name. Decide which record you want to keep and which one you wish ..
How to consolidate two contact records on FrameReady version 8 or lower. Sometimes a second or duplicate record is inadvertently created for the same customer, for example Susan Brown and Sue Brown. How do you consolidate these two records? This procedure may only be done in level4. Decide which of the two records you wish ..