P
Pump It Up
Most CRM products allow the user to define fields that are relevant to their
business. Our business is serviced base, our customers are primarily
parents, and their contact information does not fit the typical company
organization format (e.g. no Managers, assistants, etc.); and very limited
contact information (e.g. address, phones, and email is about it).
I selected MS Office Professional with Business Contact Manager, assuming
that I would be able to grow a large database on our clients so that I could
query strong reports to indicate where in our territory we were pulling from,
and where were not. I should be able to report report on which services are
most popular; what are age groups of children visit our facility with the
greatest frequency; etc.
I have utilized all the tours, and read all of the help related to reports,
but the fact is the reports are only as stong as the information going in to
the database. If we could define specific fields related to our business,
then we would be able to query the database for more effective reports.
Is it possible to define the user fields for each Business Contact?
business. Our business is serviced base, our customers are primarily
parents, and their contact information does not fit the typical company
organization format (e.g. no Managers, assistants, etc.); and very limited
contact information (e.g. address, phones, and email is about it).
I selected MS Office Professional with Business Contact Manager, assuming
that I would be able to grow a large database on our clients so that I could
query strong reports to indicate where in our territory we were pulling from,
and where were not. I should be able to report report on which services are
most popular; what are age groups of children visit our facility with the
greatest frequency; etc.
I have utilized all the tours, and read all of the help related to reports,
but the fact is the reports are only as stong as the information going in to
the database. If we could define specific fields related to our business,
then we would be able to query the database for more effective reports.
Is it possible to define the user fields for each Business Contact?