Client Record



Accurate client information is critical to the success of any business. For this reason, client information recording is monitored by the program to achieve a clean contact management database:
 
  • Eliminates duplicates by checking as data is entered 
  • Prevents entry of client records until at least one contact detail is recorded.
  • Accurate and high speed recording of street addresses via a self-generating street database
  • Identification to management of incomplete client data entered by staff – eg. Only phone but no address, etc
  • Client photos - access directly from any USB digital device
  • Full contact details
  • A “Known as” field for letters and communication
  • Barcodes – self generating or scan in from loyalty card
  • Account reconciliation form
  • A “Distance” field for calculating mileage on farm calls
  • Smart street database so that full street names do not have to be retyped again and again
  • User-defined marketing flags and client categories
  • Client Communication preferences for different services (eg. No SMS but emails OK and no calls)
  • Record how clients were referred
  • Print client barcode stickers
  • Scan barcodes from loyalty cards
  • Scan multiple loyalty cards to one client account
  • Personalised discount schedules with time frames set up for specific products or services to be discounted for this client only and only for a defined period
  • Full PAR functionality
  • Assign clients to specific pricing categories which are automatically checked at billing
  • Stop Cheque - will not accept cheques at billing
  • Stop Charge – will not allow charge to account at billing
  • Default payment method so no selection required at billing
  • Set up different account fees or interest % for different clients
  • Financial history including Account, Sales, Loyalty Point and Incentive Discount History
  • Record Direct Debit and Cheque account details
  • Auto logging of first and last visit dates
  • Larger photo image screen
  • Complete sales history with invoice header at top with items displayed below
  • Double clicking will open the full view invoice in a MDI window
  • Columns can be dragged and saved for your favourite view
  • More details by scrolling left and right
  • Query built transactional search based on a combination of: 
  • Date range 
  • Staff 
  • Animal 
  • Product 
  • Product Category 
  • Product Class
  • Allows ad-hoc queries to extract ‘exact’ analysis required ‘on the fly’ without the need to do any reports
  • Full Document Manager for letters, emails, SMS and notes
  • Records ad-hoc notes and phone messages
  • Write detailed letters with the integrated word processor and use templates
  • View and send emails
  • View all SMS text messages sent to clients
  •  
    Other – Link any kind of file to this client including pdf, excel, word, audio etc…
Client Record - Click to view a larger image
Client Record - Click to view a larger image
Client Record - Click to view a larger image
Client Record - Click to view a larger image
Client Record - Click to view a larger image
Client Record - Click to view a larger image
Client Record - Click to view a larger image
Client Record - Click to view a larger image