Laserfiche WebLink
ADVANCED <br /> Customer Contact <br /> When customers call you, they expect their Customer Service Representative to have <br /> knowledge of all correspondence with that customer. The Contact tab is available on the <br /> Main Customer Service Form. Not only is there a record of historical transactions, but <br /> newsletters, notes, and service orders may be generated and tracked . <br /> DEMO V3 Customer Account Inquiry <br /> ■ <br /> k <br /> Customer: UU175752 8sianCe; $tJ,0t1 fi �+ctve ResxiarEVal <br /> Account; 016407421 Deposit, $11,00 t�waver TMaveCA 04/1U/06DR NO <br /> � <br /> Last Cruet is Excafient (tz� ag <br /> 22 DW t5am4 [ llSER'SCC fREf JIJTILITY� No Tasks to be completed W flip <br /> : .. .,42 45 Next* R7 $J <br /> Customer SMICa Address Customw/,AccoLst Services Addresses Readkrg': Flory Transaction Wtory Bik Comments Moue 1n7W FAP <br /> Deposih mew Reac&nj Contact � Equipment � stww �, toairlsj' w � cctuedicms � Mao <br /> AM Notes � Taslo f tetters ', 5ervkeOdors Caruacts � Tnquhies � 5046* entail Attachments <br /> 50 # gate orc r Type sary pe Messes flrkit pate a1p>fetetl i > C C_' <br /> 9iCbg lr# at , �, <br /> i <br /> Progress Notes Completed Motes <br /> # -� � �" 5FttutiCom�eted <br /> 3 Shaw Calxew <br /> The comprehensive, integrated Contact Management system in CIS Infinity allows users to <br /> assign tasks and automatically generate them for many aspects of their business, creating a <br /> tool that supervisors and managers can use to manage workflow. All contact with a <br /> customer is available from one tab including notes, tasks, payment arrangements, letters, <br /> service orders, notice history, contact history and inquiry history . <br /> CIS Infinity supports and tracks all correspondence . It automatically imports customer <br /> information into your word processing program for the creation of individual letters or for <br /> the generation of form letters . <br /> The software allows you to identify and track customers independent of the service address . <br /> New move-ins, or move-outs can be identified and procedures are in place to then process <br /> these accounts . Detailed account summaries and account listings with drill down <br /> capabilities are available within the system. Each account may be defined as a member of a <br /> special group . These groups may be billed independently . <br /> Indian River County , FL 25 <br />