Page 12 - eMasterPro_Enterprise_APP
P. 12
CRM (Customer Relationship Management)
Super Users have access to all customers, Managers have access to their own plus the Sales
customers, and Sales will only have access to their own customers. Here you may view individual
customer’s information and Accounts Receivable aging amount.
Notes
Purpose: Here you may view customer comments and remarks. Comments may be created
in Customer File-Accounting found in Company Operating System-Customer Information.
Remarks may be created in Customer Notes found in Customer File in Company Operating
System-Customer Information.
Conversation
Purpose: Here you may view individual customer conversation logs; this may be found in
Customer Conversation Log Inquiry found in Company Operating System-Customer Information.
eMaster Pro 50
