The ‘Customer Dashboard’ encompasses a wide range of tasks that relate specifically to customers and associated functions. The dashboard has been designed to group all customer related functions in view and easy to select with minimum navigation, in contradiction of this initially hidden sub options and groups exist for:
Two primary functions exist to find customer details:
Quick Search
Select customers via the entry of a single field entry that might be entered as:
Post Code
Telephone number
Full or partial name
Accounts Code
Delivery Point Code
Detailed Search
This is a dedicated function from the ribbon control that allows the entry of a single field:
These may be combined in a more detailed search where a number of these may be entered to narrow down the search criterion
Detailed multi-tab displays will be presented showing all details of the selected customer level; Account, delivery point or equipment.
Each of these elements have their own associated data elements that can be viewed via the multi tab forms that will contain:
Customers
Delivery Points
Equipment
This Grid will hold with drill-down all customer related activity associated with the level of the customer selected from the search results in chronological order.
Such activity will include:
With the ability to toggle specific activity types on or off.
The presence of this function will depend on which of the applications is designated as holding the master customer list. If for example this was CoolLogic CRM then there would need to be an interface to replicate the creation in the e-commerce and other integrated systems that hold the customer account details.
If used in CoolLogic then this wizard will guide the user through all elements of the data required and include automatic post code searching and geo coding of addresses for routing & visualisation on a map.
The presence of this function will also depend on which of the applications is designated as holding the master customer list. If for example this was CoolLogic CRM then there would need to be an interface to replicate the customer data amendments in the e-commerce and other integrated systems that hold the customer account details.
The presence of this function will also depend on which of the applications is designated as holding the master customer list. If for example this was CoolLogic CRM then there would need to be an interface to replicate the customer delivery point data creations and amendments in the e-commerce and other integrated systems that hold the customer delivery account details.
If available and accessible from the third party system that holds the pricing this function would show any special price details attributed to the selected customer by product. This might also be used to maintain these prices if required and if an integration path and API is available to the ordering system that currently utilises the prices.
If available and accessible from the third party system that holds the standing orders data, this function would show any standing order details attributed to the selected customer/delivery point. This might also be used to maintain these standing orders if required and if an integration path and API is available to the ordering system that currently utilises the standing orders.
If applicable, available and accessible from the third party system that holds the customer data, this function would show any equipment related details installed with the selected customer/delivery point.
If the existing third party systems do not store or maintain the equipment details then the CoolLogic CRM may be used for this as an internal function that will be the master store for equipment invoicing, service and monitoring. The equipment details would traditionally hold the key equipment attributes, customer owned status, rental details servicing details etc.
If applicable and the equipment detail is to be maintained in CoolLogic CRM then this wizard style form guides the user through the various stages of data entry that includes:
If the equipment detail is to be maintained in CoolLogic CRM then this facility provides a graphical hierarchy of the customers, delivery points and equipment with service due and overdue notices in an easy to view visual diagram.
Facilities exist within CoolLogic CRM for the automated notification of either user initiated or system generated events. These events include the facility to record a call back request at a certain date and time. When this date and time arrives a pop-up dialog is presented to the target user for their response.
Although this is traditionally a financial system function, integration to any third party accounting system allows the statement data to be collected in real-time and available for enquiry in the CoolLogic CRM without having tp have a separate connection to any third party system.
This function allows the quick entry of complaint details from the selected customer, more details can be found later in the complaint system section.
This function allows the quick entry of customer feedback details from the selected customer, more details can be found later in the feedback system section.
Many of the functions in the customer dashboard have coded and free format type entries, where coded elements are required for extract and reporting purposes they are all maintainable by the user via these supporting elements.
Ask us what this module specifically means to your industry.