Client Relationship Module Features
Set special alerts on individual customer records, such as: “Account Past Due,” “VIP,” and other important notifications; Alert messages pop up each time the customer record is opened in a new module
Create multiple jobs under each customer record
Connect builders and homeowners through related contacts
See a quick overview of all of a customer’s history from the Contact Details screen
- Each customer will have a list of iPoint modules and how many records the customer has in each module
Keep track of all of the numerous contacts for each customer, including multiple phone number, email address, fax number, website, and social media contacts
Filter and sort customers based on many possible parameters, including customer type, sales rep, specific item purchased, items purchased by a particular manufacturer
Sort customers by QuickBooks sync status and quickly sync those records that are not synced
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Watch the following videos to learn more about the client relationship management module in iPoint.