The Customer File is a Workflow module which serves as a document manager where Customer documentation and information can be easily stored and accessed.

Customer File Data Grid

Navigation

Main Menu > Workspace > Customer File > View

1. Search - This allows you to sort and view records by module, record number or customer with the module search, number search and text search fields.
2. Data filter - This allows you to view Customer File by Date, Customer, Staff and Status.
3. Data grid - This grid allows you to sort Customer Files in the business by Date, User, Customer and Type.

Customer File Interface

Navigation

Main Menu > Workspace > Customer File > View > Double-click on record to Edit or click New

1. Data filter - This allows you to link the Customer File to Customer, Contact, Status and Type.
2. Items - This shows the Actions that are linked to the Customer File.
3. Add - This button has functionality to add documents, as well as any other Action that was specified during Setup.
4. Reminders - This allows you to set Reminders in order to drive a process forward.
5. Menu - The Menu button provides the same additional functionality as the Workflow module.