FieldEx Developer
developer notes
Customer
The Customer Module is a comprehensive tool designed to streamline and optimize your interaction with clients. It acts as a central repository for all customer-related data, ensuring quick and efficient access. This module integrates with other parts of the application, offering a holistic view of your customer relationships. Here's a detailed breakdown of its key features and information that can be captured:
- Business Account Details: Within the Customer Module, you can store critical information such as contact numbers, billing and shipping addresses, and company details. This consolidated data ensures that all essential customer information is available at your fingertips, facilitating smoother business operations.
- Contact Database: Manage multiple contacts effortlessly. Create and store various key contact persons, enabling seamless communication and relationship management.
- Customer Segmentation: customizable picklists for capturing specific data points such as sector, industry, and customer type. This flexibility ensures that the module can adapt to your unique business operations.
- Related Orders: All job and sales orders associated with a particular customer are conveniently accessible within their account, simplifying the tracking and managing of various orders, providing a unified view.
- Related Sites & Projects: Monitor all sites and projects associated with a customer, all within their profile, to allow for better project management and coordination, leading to improved customer satisfaction.
- Purchase History: Store and retrieve all past purchases made by a company under the customer's profile. This historical data is invaluable for future reference and decision-making.
- Payment Records: All payment transactions associated with a customer are stored inside their profile for easier financial tracking and maintaining accurate accounts.
- Geofencing: Define customized areas or boundaries to specify the customer's location. This feature is particularly useful when assigning tasks and orders based on geographical proximity, optimizing your service delivery.
- Related Assets: Keep track of all relevant assets located at a customer's sites. This ensures that you have full visibility into the equipment and resources at each location.
- Related Contracts: Stores and organizes all customer contract details, allowing you to easily access and track contractual agreements.
- Attachments: Store documents, images, and additional media files related to each customer. This feature promotes a well-organized and information-rich customer profile.
Field Description
Customers are represented in JSON format with the following properties:
Title here
Description can be added here
