Customers
Organizes your customers' information, allows you to view customer events, and allows you to search customer documents.
Customer Search
Customer search allows you to search for any of your customers by name, account number, address, and more.
Customer Activity
Allows you to view events that tell you if a customer opted in, opened an email, viewed the contents in an email, and more.
Document Search
Allows you to search for a customer's documents by customer, account number, date, and more.
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. Advanced Search
Search by date added and/or account number, name, address or contact info.
3. New Customer
Manually add a new customer
4. Actions
Edit - Edit the customer record
Documents - 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.
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 .
Document Search
Search by customer information to quickly view all their documents.
New Customer
Create/Edit a Customer
