Content
tmp:Description
tmp:Start Client Management
tmp:Client Search
tmp:Open Client Profile
tmp:Enter a new Client
Description
The Client management stores your customer data and address data and Client Status Fields.
In different masks as for example of the expert's mask in the declarant area or in the travel insurances client data area you will find a button < Get Client > which interacts with your client management and will preoccupy the suitable fields automatically.
Start Client Management
Click on the menu button Customer profile. The customer search mask appears where you can search stored customers. New clients will be introduced in this mask too.
Client Search
Entering Data to the search fields will allow you to search the data base. Entering more figures to a search field will shorten the search.
Also the work with so-called "Wildcards" (place holders) is permitted. The sign "" is called Wildcard. The starlet () stands for any and arbitrarily many signs.
Example:
Enter to the field <name> the following: „m *"(the sign "m" and "starlet")
The input causes that all customers with "m" start, are shown.
If you use only one "m", only those customers would be shown in the list that are called with name "m", presumably ´there will be none.
Information
We suggest using the wildcard quite often to exclude possible doublings or mistakes.
Open Client Profile
To open the customer profile you may select the desired customer from the list and click on the button < Carry Forward ).
The customer profile can also accessed via the booking management via the menu point < Marketing - Basic Data >.
The customer data are shown in a customer clip. Every customer clip contains several vertically arranged index TABs with information belonging to this customer.
Information
After you have changed, for example, the address data of the customer, you have to click on the button < SAVE > to store the changes.
Enter a new Client
Open the client search according to the description in chapter "Client Search".
Attention
Even if you don't recognize the customer, always check the database first - in case a colleague has entered is data already. This is to avoid double addresses.
Click on the button < new >.
The mask to enter a new client will appear (Pic. Add Client). Enter all client data available and click to < Save > to store the data.
From now one the client is available via the client search mask.
By using < get client > in various masks, these data can be imported to a booking.
Read next: Booking Management