My Customers Feature
Posted by Jacob Fairbairn on 16 October 2012 01:52 PM
The My Customers feature is a handy tool that is easy to use and is helpful for organizing your customers based on your representatives, where the company is located, all the contact information for the company and its employees, etc.
When you first open up the My Customers tab in EIOBoard Administration, it should be blank (no customers have been added yet).
If you would like to add a customer, simply click under the Customer List section. You can now add the general information for the customer.
Once you click , this new customer will show up under the Customer List. You can edit the information at any time by clicking on the customer and clicking under Customer List or by double clicking on the customer. Alternatively, you can delete a contact by clicking .
If you would like to enter contacts for the customer, select the customer and click under Customer List. A screen will pop up, allowing you to view all of the contacts for this customer.
You can add, delete, or change the information for contacts at any time by clicking the respective buttons on the bottom. A window will pop up, allowing you to add the information for the contact from that company.
You can add new Customer Contacts by clicking . You can now select from the users in your EIOBoard database. You can choose what Contact Type he or she is (representative, technical resource, etc.), and you can add a comment if necessary.
You can add/edit/delete Contact Types by clicking next to the Contact Type dropdown list. A window will pop up, allowing you to add/edit/delete any Contact Types. When you are done adding a Customer Contact, click . You can now set the Customer Contact Type to the type you just added.
If you have the EIOBoard App or the Outlook Add-in, you can do even more. You can access the My Customers feature here by clicking on the tab. This allows you to select a customer when changing status, search for a customer to easily see which staff from your company is assigned to them, and select a customer and contact when sending While You Were Out (WYWO) messages. This is very useful when a receptionist or call center receives a call from a customer and needs to quickly find out what user is assigned to the customer. You can also reach the My Customers feature in the Administrator from here by clicking .
A While You Were Out (WYWO) message (or just a plain note) can be sent to any EIOBoard user simply by right-clicking on that user and clicking Send Note.
A window will pop-up, allowing you to either send a normal (plain-text) note or a WYWO note. The WYWO note will allow you to select certain options in the note, such as who the customer was, who to contact, if the note is urgent, etc. The user will then be notified of the note he or she received.
There is also a Customer Report can be reached by clicking in Outlook or the Application and then selecting Reports. Customer Reports shows the total number of hours consumed for each customer for job tracking.