• Home
• About
• Control Panel

Agreement - Tab 3: Customer Info 2 (#AGTTAB301)

Last updated:		Applies to:		In industries:		Of versions:		Special contents:
20150930 (Andy)		Pro, MultiUser, MultiSite, MultiView				9.3.2 (and higher)		n/a

Understanding the Agreement Screens (Tab 3)

1. For information about the core window elements (around the edge of the screen), please refer to knowledgebase article #AGTTAB101, which details the first tab.
2. Other window elements:

   • The marketing data at the top-left of the window allows you to track how the Customer found you, what type of Customer they are, their business type and their reason for storing with you (or using your services). The values within these fields can be customised via the Types & Categories section of StorMan (more info on Types & Categories: #TPCTWITC01). You can report on this data using the Customer Analysis report (about this report: #RPTCAR01). Additionally, you can change the labels for some of these fields via System Setup (more on this tab: #SYSSETTAB1101).
   • Marketing opt-out is an information field. It is generally used to notify other staff that this Customer doesn't wish to receive marketing information from your company. A number of StorMan modules reference this field, to ensure that marketing campaigns (eg. mail, SMS and email merges) do not get sent to Customers with this option enabled.
   • The military information at the top are used to store information about the Customer's military base & its contact details.
   • The large field to the top-right of the window allows you to enter the names / roles of other people who are also allowed to discuss information about this Agreement. For example, this Customer may permit you to discuss information with their husband - so you would enter their husband's name, or simply 'Husband' here.
   • Secondary contact information is self explanatory and very similar to that of tab 2 (more about this tab: #AGTTAB201).