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• 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
  86 views
• Search Lookup Customer in ERM using ID Account Number

  There are many ways to search for a customer in the company ERM systems.  One method is to search by
  28 views
• What is a New History?

  A New History is exactly as it sounds.  It means you are making a new historical note based on either a
  25 views
• What is n/a on Mobile and Work Email field?

  In the Add new Customer page and Customer Detail Page you will find n/a on two fields. You will find N/A
  29696 views
• What to do with the customer account who is no longer working there at the company and the secretary asks to send the email to school email address associated with the same account. Should we make new account in the name in the company name but the email address is same as linked with the customer who is not working at the company anymore?

  This requires a little more work to do. We cannot remove a person's name from a customer account. This is
  77 views
• When adding new customer to existing company, I place in email address and red box pops up saying "this email already used"? How can I get past this to add her as new customer?

  This indicates that the customer's email address is on the system.  If this is the case, you will not need
  25 views

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