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Features Tour 4 of 11: Organized Customer Info

Camelot keeps all information related to a customer on one logical screen.  That way you can find out anything about a customer or their order history very quickly.

Searching for customers is simple. Once you’ve clicked the “Clients and Contacts” button on the Navigator, the contact list screen appears.  You can search by virtually anything.  Once you see the desired contact in the list, just double-click on it to open that contact (customer) record.

If it’s a customer you’ve had experience with before, then the Key Note you entered previously will show up first, to help you quickly know this customer’s situation.

Next the contact information screen itself appears.  From here you can go to the history tab to copy information from a past order onto a current one if you so desire.  The color at the top of the screen indicates the customer’s status with your company. Complete billing history and payment record is also accessible on the Transactions tab.

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