Customers

Customer Search

1. Search - Search for a customer using of their account number, name, address or contact info. Partial search queries are also accepted. (e.g. A-123, css-supp)

2. New Customer - Manually add a new customer

3. Advanced Search - Search by date added and/or account number, name, address or contact info.

4. Actions

   1. Edit - Edit the customer record

   2. View - View documents tied to this customer and add them to reprint or resend the email. Note that the document must have been emailed already in order to resend.

   3. Emails - View email templates tied to this customer as well as tracking history. Choose to resend the email.

Customer Activity

Chronological list of customer activity

1. Customer Statistics

   1. Customer Count - Total customers in the ConnectSuite e-Delivery database.

   2. Customers with Email Count - Total customers with an email address in their customer record.

   3. Customers without Email Count - Total customers without an email address in their customer record.

   4. Customers with Email Percent - Percentage of customers with an email address in their customer record.

2. Document Statistics

   1. Total Documents Count - Total customer documents.

   2. Total Documents Print Count - Total customer documents that went to print.

   3. Total Documents Email Count - Total customer documents.

   4. Document Email Percent - Percentage of documents that were emailed.