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The Customer Database

 
Your customer database will contain information about each customer.  Aside from the usual company name, address, phone, and fax information, the customer database can contain a great deal of valuable information.
 
Your customer record can include:
 
  • Salesman for the account
  • A link to the customer's web site,
  • Payment terms
  • Last quote date
  • Last sales date
  • List of all items quoted and prices
  • Customer's part numbers
  • Ship Via information
  • Shipment history information
  • One button access to all correspondence you've had with this customer, even those created in other programs
  • Current Open Orders (requires MasterQ-ENT)
  • Scheduled Drip Marketing Steps (requires MasterQ-ENT)
  • a list of Contacts (People) at the customer
 
The same customer file is utilized by all Agenda Development software.  Some of the entry fields shown in the screen shots in this manual maybe different than what you see on your screen, depending upon which other programs you have installed. 
 
When you change the customer record for MasterQ program, you are also changing the information for all other programs.
 
TIP:  Some of the entries you can make in the customer database appear identical to entries in the System record.  The Ship Via field is an example.  You may enter a Ship Via instruction in both the System and Customer records.  You may even add a different ship via for a person at the customer.
 
When creating a new quote, MasterQ will assume you will use the default Ship Via you specified in the System set up, but you can over ride this and use a different Ship Via for any customer you wish.  When you identify a new person at the customer, MasterQ will use the Ship Via you specified for this customer, but if none exists, it will use the default from the System record.
 
When a new quote is being created, MasterQ will look for the ship via specified in the person's record.  If no entry exists there, it will look in the ship via specified in the customer record.  Failing that, it will use the ship via you have specified as the default in the System record.
 
 
 
If an entry is made in the System record, it will be used any time a Ship Via entry is needed.  For example, when you create a new customer, the Ship Via entry will be pre-filled for you with the Ship Via value you saved in the system record. 
 
For customers with unique ship via instructions, enter or change them in that single customer's record. 
 
 

Before you get started

There are some options that may be set to make MasterQ work the way you want it to.  These options are set in the System record.  You can see how this is done here.
 
 
Next:  Adding Customer Records
 
 

The contents of The Customer Database

Setting Customer Options
Adding Customer Records
Changing an Existing Customer Record