Customer Management function : Edit & Add
The Customer Data Management comes with following customer related functionality:
Create & Edit contact information
The unique identficiation of customers happens by the combination of FIRSTNAME,LASTNAME and the COMPANYNAME. Therefore this information is mandatory.
On contact creation an artificial company name out of <Lastname, Firstname - freelancer>. will be created. This 'artifical' company name can be changed at any time.
All other entry fields are not mandatory. The easiest way to fill-in customer data is the import from the address book.
Manual Import from Addressbook:
Read how to import contact data from the addressbook into Business Deals:
Bulk Import from Textfile:
Business Deals provides also an additional way to import contact data - the bulk import from a CSV-Textfile. Bulk import of contact data from CSV-Textfile
Smart-Sync establishs an automatic background synchronization with your Addressbook. Each time you create a customer initially or import it from the Addressbook the SmartSync is establsihed. From this time on any changes on this customer in your Addressbook or in CRM Business Deals will be synchronized automatically.
switches back from the Classification sheet
Within 'Adding'-Mode you can import a new entry from your addressbook.
switches to the Customer Typology classification where you can add further importnat information about your customer and its behavior.
Deletion of contacts
Removing of single contacts will also remove all corresponding documents. Since a customer can have a very complex document structure CRM Business Deals offer an archive operation of all relevant documents - for a later Undo-Operation.
Undo Customer Deletion ?
For the case that you want revert a deletion, you can dearchive the above mentioned file. Go to the Filemanager which list all archives and click the 'dearchiving symbol' within a list entry.
All data and files will be restored into its original state, except calendar entries.
Since the 'Archiving/Dearchiving' process is one of the most expensivest processes in CRM Business Deals, it can take up to 3-5 sec.
Geolocation and Routing
Having the customer address information (TOWN & STREET at least) for Visiting/Shipping/Central CRM Business Deals will show this location on the map within a region of 8 km.
Simply press the respective Address-Button. If your current position is within this area your position will show as a blue bubble.
Clicking the 'World'-symbol in the left hand menu in the map - leads you to maps route planning app. The current geolocation coordinates will be transferred.