Customer database

We would say the customer module is the most important, because data from the customer database is used throughout SYS.

The main functions of the customer module:

1. customer catalogue (list) with search and sort
2. customer card, which shows (related module in brackets):
   1. basic customer information:
      1. name, or first name and surname
      2. registration numbers or personal identity number
      3. contact information
      4. address
      5. payment details
      6. email addresses
      7. website addresses
      8. if the customer is in a group, the group name
   2. all money turnover with the customer (invoice module)
   3. all related branches (customer DB)
   4. all invoice auto-generator lines (auto-generator module)
   5. all visits at the customer’s sites, ordered by date (visits module)
   6. all documents (document module)
3. customer profile, where all related information is managed, for example:
   1. name
   2. details
   3. registration numbers
   4. bank details
   5. contact information
   6. industry
   7. comments and special settings
4. direct path to the invoice module filtered to the current customer
5. customer galleries, a dedicated subsystem for storing photos and other files that may be useful later in connection with this customer. Galleries are grouped by customer branch, so they do not mix when there are several branches and many galleries.

The customer database could be called the core of the system, because every action is tied to a customer (or several), and work with the customer and their extended information happens in this module.

As the function list shows, a customer card is a summary for one customer — for example their full historical financial turnover. If the customer has several branches (for example a restaurant chain), all branches appear in one list, with active branches higher and inactive ones at the end. Opening a customer card always opens the main branch if one is set. The card shows all basic information. Financial turnover can be viewed not only as “do they pay?” but also as “how do they pay?” — whether payment was late. If the customer receives recurring services, you will see a full list of automatically generated invoices and their contents. All documents related to the customer sit in another field, with titles and direct links. If your company provides services that are recorded separately, for example on the customer’s premises, a separate field shows sites with a monthly summary of visit counts, with live links into the visits module for that site, year and month.

The customer searcher — the catalogue — is also built for convenience. If you want to see all customers, press the star “*” and the full list appears. In an application test with a database of 29,000 (twenty-nine thousand) customers it loaded in three seconds and everything ran smoothly, without sticking. Don’t believe it? Check.

In short, the customer module is an indispensable aid for account managers, salespeople and service providers. We have tried to implement CRM to the extent Latvian real needs require — not simply copy a ready-made solution, give it a sonorous name and try to introduce it in Latvia without fully understanding how it works or what it was meant for.

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