Business Activity Management

Track virtually any type of activity, project or event you want with the Business Activity Management add-on feature. The only constraint is your own imagination. Also, link the activity to other modules within the system (i.e. a sales order, purchase order, customer record, etc.).

Track any of the following and any other activities, issues or events that meet the needs of your business:

• RMAs- Track RMAs that seamlessly tie together the customer, the order and the reason for return.
• Customer Service- Manage customer service calls and keep a permanent record that any user can open and update.
• Collections & late-payments- Track credit collection and late-payments and update only one file when you have new information.
• Sales Prospects- Manage sales prospects for initial calls, through question and answers to purchase.
• Service & Repair work- Manage service calls for repairs or other billable/non-billable work.
• Lost Shipments- Track lost shipments and include links to the customer and the order.