Craft
Advantange easily allows you to keep track of customer information.
Never lose a phone number or name again! And you can enter as much or
as little info as you would like. When you click on
"Customers" from the home page, you will get your list of
all customers in your database. With one look you can see how much
someone has spent with you, either by year or by month. Great for
knowing who to send special incentives to at the end of the year. |
Entering
a new customer is simple. When you click the "new customer"
link, this is the form you get. Enter either the last name or the
company name in the first line. Or set the first and last name,
then use the company name as the Customer ID. Once you have all your
info entered, simply click save and you have added this person to your
contact list! |