Essential Customer Data in One Spot
Acctivate’s Customer List delivers a convenient view of essential active & historical customer data to stay alert of credit issues and more.
Instantly pinpoint details for any customer in the system using a dynamic search, filtering, and sorting engine.
An expedited, easy-to-read list of customers that can be prioritized by customer name with balance, credit hold & over limit emphasis for prompt access to a snapshot of data.
Search & view a full history of transactions and activities for each customer with summarized data and drill-down access for further investigation.
A list of purchased products + relevant details accessible per customer with drill-down into the product, invoice, and sales order.
An overview of customer info, such as invoice balance, sales summary, contacts and ship-to/bill-to addresses in a compact sidebar.
Accomplish tasks with minimal effort, i.e., edit a customer; email & print customer info; create a business activity, sales order/quote, credit memo, note, and new customers.
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Advanced search & filtering
An On-Demand, Centralized View of Pertinent Information About Every Customer
Instantly locate any customer by searching globally via customer name or other details. Plus, easily create custom filters that can be saved for quick access anytime at an individual level or for company-wide use.
In a sortable list of customers, be alerted to their balance and any credit hold or over limit situations on-the-spot. For each customer, view well-organized, insightful details immediately with drill-down capabilities and quick actions to initiate transactions and processes for customers, make informed decisions and address concerns.
Promptly Reference Important Historical & Active Events for All Customers
The Timeline tab presents a condensed view of linked transactions & activities related to each customer, including orders, sales quotes, charges, payments, credits, invoices (open/paid), shipments, notes, emails, and business activities.
Quickly search and filter through all the events by type with drill-down into each for further discovery within corresponding system screens.
purchase history insights
Know Every Product a Customer Bought in Mere Seconds
For each customer get an at-a-glance view of their purchase history with quick details for each listed product, such as invoice date, lot/serial number, quantity, price, price code, discounts, and product class. For each product, also drill-down into its product window and associated invoice and sales order.
Utilize global search within the purchase history + sort by each product detail to quickly find needed info. Easily assist customers with past and future purchases.
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Call us at 817-870-1311