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The Customer History module enables you to upload historical customer order information to your Cloud account, making it visible to SalesPresenter users.
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Oh, did you know? As well as showing historical data, this can become dynamically used order entry data with the comprehensive pricing module, to enable default to the last price paid.
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You will also get access to various other data types such as Alternative Product Languages, Filter Trees, Backorders and Ledgers.
• Sales reps can add a new customer straight to the iPad.
• View account information, history, and delivery addresses and make comprehensive notes.
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For more information on the additional customer
account history module click the video below!
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