| Customer Management Product Features: |
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· 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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