Webinar: Master Customer Communications Navigate all webinar topics… Overview Customer Purchasing Sales Manufacturing Inventory Reporting System Add-on Modules QuickBooks 3rd Party Integrations What’s New Tips & Tricks Q&A Consultant Archive Get an in depth look on how to master customer communications within Acctivate. This includes the customer window, reminders, business activities, email templates, and Excel queries to create marketing lists. Play Webinar Outline Communication Channels Customer Accounts (0:17) Company info, synchronized with accounting system Multiple Contact Records (1:05) Payable, receivable, etc. Credit and Collections (2:04) Configuration for managing credit Customer Specific Product IDs (3:00) Business Alerts (3:36) Reminders, sales, purchasing, etc. Business Activities (4:03) Projects, tasks Crystal Reports (4:26) Dashboard Panel (5:03) Configurable source of real-time information Email Integration (5:28) MAPI vs SMTP Email Templates (7:06) Default templates per document Database fields Configurable per user Marketing Codes (8:23) Customer or Order sources Marketing Lists (8:43) Business Activities Business Activities vs Notes (9:44) Configuration (12:31) Type, status, code, resolution, priority Business Activity Review (12:21) Date Tracking with User Information (14:02) Opened, due, promised, appointment, closed Discussion (14:18) Description, discussion, resolution text boxes Multiple Related Items (15:24) Customer, product, transactions, documents, etc. Emails (16:07) Drag and drop, as well as from Acctivate Time and Materials (16:25) No bill, no charge, and standard billing options Log of Activity (17:16) Configurable options Custom Fields (17:32) Notes & Reminders Business Alerts (18:23) Linked to Single Document (18:48) Activity, customer, invoice, order, product Added by User with Date (19:32) Follow-up User and Date (19:40) Completed specification Notes Text (19:55) Attachments (20:02) Demonstration (20:30) Adding report to dashboard (21:22) Business Alerts – Reminders (23:31) Completing a Note (24:08) Note Fields (24:30) Customer Window (25:55) Email Templates from Customer (37:20) Managing Message Templates (37:44) Default Email Templates for Certain Windows (38:45) Credit Management in Business Alerts (39:37) Using Business Activities for RMA Processing (40:18) Business Activity Review (47:18) Create Mailing List (48:02) Excel Query (50:00)
