Category
Clients
Customer List and Label Management
You can efficiently manage your customers by adding them individually or in bulk, and filtering them based on customer status and payment history. Additionally, the label feature allows you to group and organize your customers. 1. Adding Customers Individual Method - Access Path: Select the Add Customer button in the top right corner of the Customer menu. - Details: The customer's name is a required field. You can select "Enter Additional Information" to add gender and date of birth, or select "Customer details screen
You can manage a customer's detailed profile and status, write memos, or assign a person in charge. For team plans (Hub), even if a member does not have general customer lookup permissions, they can still view the detailed information of a customer if they are assigned as that customer's person in charge. 1. Profile Details and Key Features On the customer details screen, you can check the information entered directly or the details of the application form submitted by the customer. You can alsoManage Files/Documents
Through the Files and Documents tabs on the customer details screen, you can individually manage various attachment files related to the customer, as well as the sending and receiving status of electronic documents. 1. File Management This function allows you to upload and manage reference materials or external attachments related to the customer that are held by the institution. - Add File: You can upload a new file by selecting the Add File button located on the right side of the file list. -Manage Customer Payments/Tender
Through the Payments and Settlements tab on the customer details screen, you can track the status of the customer's remaining payment balances and manage settlement details that are automatically calculated based on schedules. 1. Customer Tender Management Checking Tender Status and History - Top Summary Information: Information regarding the customer's remaining coupons, vouchers, and payment balances is displayed, and each payment type can be added directly from the screen. - Bottom List and S