Windward System Five - POS Software | Inventory Control | Point of Sale | Accounting Software Solutions for Todays Independent Retailer - 1300 137 066
Appointments & Comments
• Detailed
Customer History • Sales Leads and Prospecting Info • Appointments • Collection
Calls Windward System Five will let you add an unlimited
number of comments for each customer, sorted by dated entered. In
addition, these comments can be set as appointments and tied to the
appointment scheduler so that you will be reminded in the future.
Each comment/appointment can include the date of entry, clerk number,
appointment date, start time, end time, contact name, subject matter
and up to 200 lines of detailed information.
These comments have several uses, such as keeping track of sales
leads and prospects, customers looking for certain goods, or collection
calls when you are trying to get the customers to pay their bills.
By entering a comment into the system, that information can be
shared with others in the business so that everyone will know the
correct status of the customer.
When dealing with collection calls, you can easily keep track of
their excuses and when they promise to pay, and then follow up
on those details and remind the customer about what they said last
time. It's very effective.
