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
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.
Data filter - This allows you to view Customer File by Date, Customer, Staff and Status.
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 > Edit
Data filter - This allows you to link the Customer File to Customer, Contact, Status and Type.
Items - This shows the Actions that are linked to the Customer File.
Add - This button has functionality to add documents, as well as any other Action that was specified during Setup.
Reminders - This allows you to set Reminders in order to drive a process forward.
Menu - Functionality is included to Add or Edit a Customer record.