Tag Customer |
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Tag Customer |
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Tag Customer |
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Tag Customer |
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Usage:
Tagging a customer is a quick way of filtering th e customers that you may need to work with at a later time and has several applications. Think of it like small sticky notes that are placed in between document pages for a quick retrieval of those pages when needed.
Example 1:
You are working with a customer record but have to jump to another to answer the phone but need to come back to the account to complete the task. Simply check this box before switching to the other record.
Example 2:
You are browsing through a list of customers and would like to Call, Print Letter, or Email some of them based on a criteria. As you navigate thru the records, simply check this box for system to remember it for later retrieval.
Navigation: Customer form
You can access the Customer form by:
•Clicking on the Customers icon in the left Menu tab
•Navigating to View > Customers
•Pressing the F3 key on your keyboard.
Tagged option
After the records are tagged, you can filter the list of customers by using the My Tagged Customer query from the query drop down list.
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In addition to viewing the tagged records, you may find the following application useful.
Print a list of my Tagged Customers
1.On Customer form click on the Query drop down list 2.Under Common folder, select My Tagged Customers 3.Navigate to the Customer Menu > Report > Customer List for Current Query 4.Run Report. |
Print a label for my Tagged Customers
1.On the Customer form click on the Query drop down list 2.Under Common folder, select My Tagged Customers 3.Navigate to the Customer Menu > Labels > Current Query (Mailing 30252) 4.Label is printed |
Another situation that may occur is you may have tagged some records for a Customer Service Rep to follow up with the customers or a Sales Person to visit the Doctor. To create follow up calls based on tagged records, follow these steps: 1.Click on Automated Services from the left panel 2.Click on Retention Calls 3.From the query drop down list, select My Tagged Customers
Create Follow-up Calls for tagged customer 4.A number of customers in this query are displayed. 5.Select other options such as user, department, call type, description, as needed and click the 6.This will automatically create follow up calls assigned to the selected designated user. |
To print a letter for tagged customers, follow these steps: 1.Navigate to the Marketing menu from the left panel > Mass Printing 2.Select the desired Word Document 3.From the query drop down list, select My Tagged Customers
Print letter for tagged customer 4.A number of customers in this query are displayed 5.Enter the description and other options as needed 6.Click 7.This will automatically print the word document specifically for the customers that were previously tagged. |
If the customers were tagged for the purpose of sending a broadcast E-Mail, please follow these steps: 1.Navigate to Marketing menu from the left panel > Broadcast Email 2.From the query drop down list, select My Tagged Customers
Send E-mail to tagged customers 3.A number of customers in this query are displayed. 4.Compose the email accordingly. 5.Click 6.This will automatically send the E-mail to all the customers that were previously tagged. |
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See also:
