This is where you keep track of anyone you communicate with outside the company. All customers, vendors, and other types of contacts are managed here. For customers, you can include any number of individuals with their emails, phone numbers, notes, etc. All customer quality requirements, shipping addresses, credit terms, receiving hours, or any other information needed is tracked and managed here. This page also offers quick links to that customer’s Work Orders, Purchase Orders, historic profit numbers, on-time delivery, customer satisfaction survey results, and more. It is also the location for accessing any company level documents such as workmanship standards, cosmetic requirements or any other documents referenced by the company. For vendors, you can manage all their processes, lot charges, audit results, hours, delivery transit times, employee contacts and more.
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