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Customer Management Product Features:  
· Customer Type i.e. retail, wholesale
· Status including Married, divorced, Single
· All Personal and Company information
· PST #
· Each Customer Profile includes 3 contacts
· Each Contact includes detailed contact information.
  • First/Last Name
  • B-day/Spouse B-day
  • Phone #'s
  • Emails
  • Spouse Info
  • Number of Children
  • Upload Image print customer badge, one click to take picture and upload
  • License scanning, upload and save feature
  • Billing Address, Mailing Address
  • Directory of any relating documents including: text, picture, forms all stored in customer file
  • All banking and employment information stored once credit application
  • Email, Fax, Snail Mail customizable follow up


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