Customers & Equipment
The Customers & Equipment module provides a centralized mechanism to manage all customer related information. From a main customer selection screen, customers are grouped and searched for quick access to top level details. With one click on a customer record row detailed customer information is accessible, including tabs for: Boats & Accessories, Contact Info, Financial Details, Service History, Account History, and Personal Profile. Integrated note tracking and attachments linking enable accurate tracking of customer correspondence, commitments and conversations in one place.
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These screens show the path from the Customer List to Customer Details to sending a customer e-mail. |
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