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Customer Account History Narrow down searches with easy to use configuration. Search for customers uploaded from your ERP system Contact us SalesPresenter - Customer account history module SalesPresenter - Customer account history module

Additional Customer Account History Module

Customer Information

  • Allows you to upload historical customer order information to your Cloud account. Which will then be visible to SalesPresenter users.
  • 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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Customer account history
Customer account history

Custom Filters

  • 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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