Customer processing and events provide the customer service agent with a complete picture of the customer’s details and history.
Events allow the agent to drill down into the PRIAM database to display all transactions relating to a customer.
Customer processing provides access to all of the customer transaction processing screens contained with the PRIAM ERP system.
The events window displays all of the dealings that have taken place against a customer record. Examples of events are any type of transaction that occurs against the customer record. This includes:
- When the record was first created
- If a letter or email has been sent
- If a document or note has been added
- Details of sales orders, despatches or sales invoices
Double clicking on the event record allows you to drill down into the detail of the event.
Customer processing allows the operator to open any of the transactional based processing screens available within the PRIAM ERP system. This includes screens such as Sales Order Processing, Returns Processing, Catalogue Requests and many more. Access to these screens can be controlled and restricted by user or user group.
Further detail
- Overview
- Sales prospecting Contact Manager
- Basic Details
- Customer Processing and Events
- Contacts
- Adding a new contact record
- Branches
- Additional Details
- Profiling
- Letters
- Documents
- Notes
- Emails
- Completely automated customer services
- Integrated database marketing
- Business process mapping/workflow management
Related pages
Did you know...
PRIAM has embraced the latest technology in web content delivery and now offer fully immersive and interactive content.