Customer Detail Information Window
From FloristWiki
(Difference between revisions)
(New page: The Customer Detail Information window is the central method of accessing customer information in FTD Mercury. The tasks you can perform from this window include: *Adding New Customers...) |
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*[[Customer Detail Information Window - Standing Order Tab|Standing Order Tab]] | *[[Customer Detail Information Window - Standing Order Tab|Standing Order Tab]] | ||
*[[Customer Detail Information Window - Life Cycle Tab|Life Cycle Tab]] | *[[Customer Detail Information Window - Life Cycle Tab|Life Cycle Tab]] | ||
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| + | [[Customer Management|Back to Customer Management]] | ||
Current revision
The Customer Detail Information window is the central method of accessing customer information in FTD Mercury. The tasks you can perform from this window include:
- Adding New Customers
- Setting Up House Accounts
- Viewing Customer Statistics
- Searching for Customers
- Maintaining Credit Card Information
- Maintaining Customer Contacts
- Viewing Order History for a Customer
- Marking Orders Delivered from Order History
Customer Detail Information Window Tabs
The window itself consists of the following tabs, each of which contains important information about the customer account:
- General Tab
- House Account Tab
- Statistics Tab
- Credit Cards Tab
- Contacts Tab
- Order History Tab
- Marketing Tab
- Statement Tab
- Standing Order Tab
- Life Cycle Tab
