Managing Customers

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Course overview

Connected Business helps you manage your customers by storing all customer related information on an organized form that provides streamlined processes that manage your customers such as sales orders, invoices, returns, gift cards, shipping, and customer service follow-up. You can access all information related to a specific customer from the Customer Detail Screen.

The Connected Business Customer Module is integrated with the entire application giving you a level of sophistication and simplicity that will make providing first class customer support manageable. Whether entering a sales order, emailing, faxing or simply scheduling a customer callback; all customer related activities are accessible within the customer form, providing a complete, companywide view of customer history.

This course is divided into the following lessons: (1) Customer Detail Form, (2) Process Sales Orders, (3) Creating Invoices, (4) Shipping Orders, (5) Entering Payments, (6) Processing Returns and Refunds, (7) Manage Customer Credit, (8) Working with Gift Cards and Gift Certificates, and (9) Manage a Loyalty Program . Each lesson has three parts: 1) learning objectives, 2) general discussion, 3) multiple task demonstrations, and 4) review questions.