Customer records store information about people. General customer details may be pre-populated from a third-party data source or directly by company employees. The customer record is made up of several pages which together form a complete overview of activity, marketing preferences and other information.
Customer summary
Accessing a customer record from anywhere in Actis will open the Customer Summary page
The summary provides basic contact details; name, address, phone number, and any target information held in the system.
Customer Actions
- Record calls with the customer using the links under the Actions tab
- Click the Address link to open the location record
The system data at the bottom of the record displays information about who created the customer record and when, and who last modified the customer record and when.
Customer Navigation
Further information about the customer can be found under the Navigation tab. The pages available depend on your system set-up.
- General: Information about the customer to do with their role, and useful notes that can help with calls and meetings that will help build a relationship going forward. You can edit the customer details on this screen if necessary.
- More: Information referencing third-party information
- Customer Information: Information specific to your organisation
- Location: Information and actions regarding the contact’s working location
- History: Shows a list of all meetings and calls with the customer. Select any item and click the Open Record button to open the call or meeting record
- Future: Shows a list of all planned meetings or calls with the customer. Select any item and click the Open Record button to open the call or meeting record
- Adoption Pathway: Graphical display of adoption pathway information collected from the customer call records
- Attachments: Upload and view any previously uploaded documents relevant to the customer
- Data Validation: Opens a list of data change requests to/from third-party data providers relevant to the customer
- Samples: Opens a list of samples given to the customer. The list populates from details recorded on customer call records. Select an item from the list and under the Actions tab click Open Contact to view the call record
- Payments: Details any agreements for payments to the customer, and payments made via meeting records
- Channel Preferences: Record marketing consent information (ePermissions) for General Data Protection Regulation compliance including third-party permissions where applicable