All activity in the revenue system is linked to a specific Customer.
Customer Information Includes:
- A Company Name and/or First Name, Last Name, & MI
- Address
- Home/Cell/Work Phone
- Customer History
- Customer Note
- Insurance Information
- (Optional) Digital Attachments.
- (Optional) Assigned to a specific category.
- (Optional) Grouped for reporting purposes. (End users can assign to a group
NOTE: Optional Fields can be configured and customized by site.