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Customer Database Pro
Description Customer Database Pro (CDB) is a complete multi-user customer database and helpdesk solution. CDB keeps track of your valuable customer information. You can enter products purchased and/or services subscribed by each customer. You can also log issues encountered by your customers and their resolution. Logged issues and customer records are fully searchable. CDB is designed with you, the end user, in mind. You don’t see modules in CDB. You see one streamlined application that helps you get to the information you need, when you need it. CDB is readily customizable to your needs. Lookup lists can be modified from their respective windows. It requires very little disk space to install, has a small memory footprint and is a breeze to deploy on all of your users’ machines. There are no separate components to download and install (such as ODBC drivers and Microsoft Data Access Components), no expensive SQL Server licenses to buy and no extensive setup to labor through. Just download and install and you are ready to go. CDB will help you take care of your customers like never before!
Here’s an overview of some of the information gathered, tracked, searched, and reported on by CDB. Key features and benefits are also noted:
Customers
Primary contact information Customer Category Additional contacts for a customer Notes/Comments 2 custom fields that can be renamed to whatever you like Indicates when the record was last edited and by whom Purchases
Products, Services or Warranties purchased by a Customer Details of Products, Services or Warranties purchased by a Customer and file attachments Displays whether a Service or Warranty is still Active Notes/Comments 2 custom fields that can be renamed to whatever you like Indicates when the record was last edited and by whom Issues
History of all issues for a customer Issue details such as description, each action taken, resolution, related product/service, submit, response and resolution dates and file attachments Prioritize, categorize and mark status of an issue Assign an issue to a user 2 custom fields that can be renamed to whatever you like Indicates when the record was last edited and by whom Lightning fast, powerful searches
Search Customers by last name, company name, work phone number or customer number. For example, search for customer whose last name is ‘Smith’ or search for all customer whose last name starts with ‘S’ Search Issues in various ways. Enter one or several keywords. Search by ANY or ALL entered keywords. Selectively search issue’s short description, description and/or resolution. Narrow your search to a certain product/service View issues assigned to you or another user from the My Issues window
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