Customer Management Module
Customer Management allows you to collect, categorize and manage all
of the names and different addresses for all constituents throughout
their entire relationship lifecycle. Any constituent interaction,
whether commerce based or call logs and other activities, is used to
build a complete view of your constituent's participation.
Customer Management features include:
Contact Management
- Track standard and customized information for all contact
records
- Define multiple addresses for each contact with separate phone, fax,
and e-mail addresses
- Relate individuals and subsidiaries to a parent organization for
hierarchical rosters
- Find contacts with powerful standard or user-defined search
capabilities
Activity Tracking
- System-generated activities (such as committee participation,
meetings attended, or payments) are linked to the corresponding contact
record
- Custom activities can be entered manually or imported
Demographic Management
- Add an infinite number of tables and fields for collecting
and
tracking demographic data
- Format your custom demographic data for presentation and data entry
on custom tabs
Committee Management
- Organize committee members into subgroups based on
participation
- Manages past, present and future committee participation
- Track offices held, length of term and all corresponding
notes
Address Management
- Verify addresses against the National Database of
Addresses
- Prepare, sort, and print mailing labels with delivery point
barcodes
- Verify addresses against the QAS country address databases
- Prepare, sort, and print mailing labels with a postcode, delivery
point identifier (DPID), and barcode
Online Profile Management and Directories
- Update of individual and/or company records by members,
donors, or staff
- Specify preferences of communication and areas of interest
- Create directories for specific groups
- Specify individual data elements that appear in the directories
- Export contact information and/or email selected contacts
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