This module not only maintains your customers and prospects, but also all contacts associated with running your business such as trade customers, suppliers, shippers, agents, authors, etc.
The system provides rapid, extensive search and retrieval facilities for both individual customers and "categorized" groups.
From the customer record, all customer related information is available, e.g. invoice & payment history, orders and back orders, purchasing trends, subscription and standing order information, etc.
From either an individual customer record or from a list of customers, you can merge with Microsoft Word to create a letter, send an e-mail, produce mailing labels or export the data.Back
Rather than having data about your organization's customers and contacts held in disparate databases, data is brought together in one place making access by the whole company so much easier.
A wide variety of search criteria is available enabling you to find your customer quickly.
There are 3 different search screens offering criteria appropriate for accounting, order processing and marketing personnel.
Contacts can be mailed direct from Trilogy, (with names and address details merged into Microsoft Word) emailed or the data exported to Microsoft Excel.
Customer profiling is built up by sales history, with the ability to add additional interests and keywords manually to individual or groups.