[RetailEdge Moderator]

Documenting Customer, Vendor and Employee Contacts

A critical part of good customer service is documenting interactions. RetailEdge has a complete Customer and Vendor Activity and ToDo history to help you to do this.

Using The Activities Managers and ToDos

You can access the Activity Managers from the Customer, Inventory, or Tools | ToDo Activity Manager menu items. You can also access the Activity Managers by pressing the Activity tab on the bottom of the Vendor and Customer Manager screens.

Here are some things the Activity Managers can do for you:

• Document customer conversations (good and bad).
• Manage employee tasks and due dates.
• Document reasons for customer returns, problems, etc.
• Document vendor shipping issues (short ships, damaged product, and returns).
• Keep track of open or complete activity status.
• Identify trouble customers or vendors.
• Manage future ToDos. ToDos have an additional Due Date field for each scheduled action.

Use It For a Couple of Weeks

Just like any new feature, its utility does not always become apparent until it is used and needed. Like making nightly backups, they are not important until you need them! Just start simply by only documenting large issues or scheduling employee tasks. Once you start using the Activity Managers we think you will find they have many uses.