ProServMA

Product Description

Features include :

• • A separate administration application for enhanced security
• • Templates for the most common responses
• • Drag and Drop capabilities within most of the application
• • The ability to flag a record to be reviewed by an administrator
• • Customer Collaboration. No more looking for notes or trying to reach a vacationing employee to ask for the status of a customer
• • Reminders can be set to indicate a call back, promise to pay or other function
• • Change a customer's record from being active to inactive or vice versa
• • Remember the last five customers used so that the record can be returned quickly
• • Full search capabilities to search by name, address, phone, customer number, zip code or contact name.
• • Spell check the entry prior to committing it to the database
• • Secure records! No one can edit or delete an entry unless they have the Admin application.
• • Email a customer's history from within the application.