There are many details you can add to the Customer Information Form, to help with Sales and Servicing, including prospecting and follow-up tools, even texting and emailing options.
New Customers can be added from the following applications in EverLogic DMS:
EverLogic Logo / "Favicon" > New Customer
Sales Operations > New Customer
Sales Operations > New Quote
Parts & Service > New Invoice
Parts & Service > New Repair Order
- Quick Entry
- Detailed Entry
1. Open the Customer Information Form, enter the Customer's name and phone number.
1. Open the Customer Information Form and click the Pencil Icon to enter additional Customer detail
2. Complete details
NOTE: The Customer Name is the only required field on this form. Other fields on the form may be entered if the data is available or can be added later, as the data becomes available.
- Personal Information Tab
- Employment Information Tab
3. Click OK to save the data on the Customer Detail form
4. Click Save
NOTE: The Customer Location is based on the Salesperson and the Location assigned to that Salesperson.