CAPSS-Customers

Customer Accounts

Adding a new customer is simple, create a list of contacts with email addresses, specify delivery days, trading terms & the customers standard specification.

Specify an email address to enable Order Acknowledgements to be sent out electronically.

Customer Account Details

Conversations

Make an electronic note against the customer account of the conversations had with the customer.

Record changes to the account.

Conversations at Job Level

Every time a job is put on hold, an acknowledgement is sent or any kind of event happens with a job CAPSS will record it against the job.

Conversations at Customer Level

Conversation History

Below is a conversation history showing a complaint received from a customer. Note that the send button allows a copy of the conversation to be sent electronically to a customer.

The system has also generated conversations relating to actions taken by user.