Content in Customer

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• Add a New Customer with a New Company

  To ADD a NEW CUSTOMER and a NEW COMPANY follow these steps. Click on the menu Customer then Add New Customer. Fill
  106 views
• Customer has no mobile number or has not provided their mobile or cell number?

  If the customer has not mobile/cell number or does not want to give their mobile number, do not add any
  111 views
• Customer Status. What is Active and Inactive do on the Status of a customer or company?

  The ACTIVE and INACTIVE options in CUSTOMER STATUS and COMPANY STATUS turns a customer or company into an ACTIVE status
  167 views
• Do we have to create a new account even if the customer asks to talk to someone else or do we need to create it after at least having single communication with the new person?

  Yes, you would need to create a new customer. steve.baltzois [16:11] @nash.sharma: What you need to do is create a history note on
  156 views
• How can a customer make a booking? What options do we provide to customers to make a booking?

  VERY IMPORTANT ALL SALES & EVENTS STAFF:   AT NO STAGE SHOULD A BOOKING BE MADE BY EMAIL.  IT IS NOT
  261 views
• How do I request or suggest a change to a script or task, or activity or related work duty?

  All changes or suggestions to change, omit, or improve something relating to a duty, task, script, stage direction or procedure
  3413 views
• How do I search for a customer on the Search / Lookup a customer?

  To search for a customer or company click on Customer and Search / Lookup Customer When searching for a customer using the Search /
  102 views
• I am unable to find a suburb in the suburb/town drop list

  When adding a suburb/town or looking for a suburb/town in the drop list, if the suburb is not listed Contact support
  127 views
• I have 2 (two) identical customers in my view activity / task list. What do I do?

  If you have found 2 identical customers, contact Graham (Support) on the Support Channel of Slack Communications.  If requested than schedule
  128 views
• I have a new customer name with me when i called an Admin account, with this new name i have to add new customer which is not in database but email address is same as that of Admin account and I have to send an email to new customer. Secretary told mean the name of the person I should talk to and asked to send the email to school email address that is linked to Admin account already on database, now admin account is also active but i cant use the same admin email to the new person. What to do here?

  If this occurs do the following: Press the  Add New Customer to Company  . Fill in the first name and last
  123 views
• I have been given new details for a customer account. Do I change the existing customer's details?

  The answer is NO!.  Do not change the details of an existing customer account, unless that specific customer is asking
  126 views
• If a customer I call gives or tells me a new email address but without customer name do I do the Add New Customer to Company Procedure?

  When a customer you are calling or speaking to provides you with a new email address to send promotional information
  170 views
• If we are talking with a customer from unknown customer name account (For eq. Dear Sir/Madam of .... School or Dear Admin). Secretary responds to call and now we have the name of the secretary with us for eq. Nicky but she didn't provided any concerned coordinator name and asks to send the email to school email address only which is not new and associated with the same account. In this case whether we should continue with the same account after recording secretary name in the History notes or we should make a new account with the name of the Secretary?

  Answer: When this happens do the following Write the name of the secretary in the history notes or in your clear
  171 views

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ERM User Manual