preferred customer program

Tracking your preferred customer program

The system is designed to actively track your preferred customer program providing you with reports for your additions, deletions, changes, complete list and customers not on the preferred customer program. See Reports These reports are actively generated based from the last time you reset your preferred customer tracking system.

To set up your preferred customer tracking when you are first starting with the system, you need to begin by adding all of your customers on the preferred customer program to the system. When adding your preferred customers, be sure to check the Pref. Customer checkbox in their contact window. When you have finished adding all customers on your current preferred customer list, select “Reset Preferred Customer” from the “File” menu to reset the system to start tracking from that point forward.

There is nothing that you really need to do once the your customers have been entered and your preferred customer system has been reset. When adding new customers, check the Pref. Customer checkbox if they are to be added to your preferred customer list. These new customers will appear on your Preferred Customer Additions report. If someone’s address changes and they are on the program, edit the customer’s address. They will appear on your preferred customer change list. To remove a contact from preferred customer, locate the contact and remove the check from their Pref. Customer checkbox. They will appear on the preferred customer deletions report.

When you are ready to send the reports to the company, print out all reports needed. With the reports printed, reset the Preferred Customer tracking system by selecting “Reset Preferred Customer” from the “File” menu. After resetting direct support the Additions, Deletions and Changes reports will be cleared.