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Tracking additional customer information

Service retailers may want to add customized fields to track additional customer information such as:

  • Customer's pager number

  • Name of customer's spouse

  • Name of customer's administrative assistant

  • Relevant personal information about customer (for example, an appliance repair firm may want to keep track of the last date of service)

  • Region or area in which customer lives (for example, a service business that assigns each employee to a specific county would want to know the county in which the customer lives)

Information you enter into the fields can be just for your use, or you can add the fields to your sales forms and have the information appear on your printed invoices and estimates.

See also

KB ID# H_RET_CUSTOMER_TRACKING_ADDITIONAL_INFO
12/8/2016 5:58:23 PM
PPRDQSSWS407 9138 Pro 2017 686459