Method To Flag A Customer
Method To Flag A Customer
Is there a way to flag a customer that you never want to do business again? For example, I had a customer that came in after not being here for 7 years. The guy still owed me money and a pop up box warned me that this guys owes $XXX.xx. Another example is a customer that is just a PITA, but paid his bill, but I'd rather never doing business with him again. Currently I put notes in the "remarks" section, but that might get missed. I like the idea of a pop up box when, or if, this customer comes in again. Or, a customer has a kid in college, got a new job, a new baby - a pop up box that says to ask how their kid is doing...Is there a way to do this?
Thanks,
Thanks,
- Rich
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Re: Method To Flag A Customer
I do like this idea. I have thought of it myself. I would love to have a customer walk in here on the 1st and talk about how excited they for a trip to Alaska. Be able to get into system and make a memo. Then they came in some time after the trip and you ask.. "Hey Doug! How was that trip to Alaska?" They would really get a feeling that we really do know our clients. It could be used for many things. With that, it would need an option to leave the message.
The trip memo you may only want for the next visit, the "this guy is a complete &^%$#%^& don't do ANYthing for him" that needs to remain for ever.
The trip memo you may only want for the next visit, the "this guy is a complete &^%$#%^& don't do ANYthing for him" that needs to remain for ever.
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
- Pauls Automotive
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Re: Method To Flag A Customer
+1
Paul
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
Re: Method To Flag A Customer
I AGREE THIS IS A GOOD IDEA! WE ALL HAVE CUST'S WE HAVE DIVORCED FOR A REASON.
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Re: Method To Flag A Customer

M1 Product Manager
- Rich
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Re: Method To Flag A Customer
So we can expect to see it this week??




Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
-
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Re: Method To Flag A Customer
I was hoping with it being such an easy code, we should see it by lunch time today?Rich wrote:So we can expect to see it this week??![]()
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- Rich
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Re: Method To Flag A Customer
Well, i figured it was about 10 lines at least, so I gave them some time..... don't wanna push my luck.Sauvageaus wrote:I was hoping with it being such an easy code, we should see it by lunch time today?Rich wrote:So we can expect to see it this week??![]()
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Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
- nickscarcare
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Re: Method To Flag A Customer
This would be a superb item, and if you could make it flash for your deadbeat customers or turn red so you can see it right away would be cool.
Some people try to turn back their odometers. Not me, I want people to know why I look this way. I've traveled a long way, and some of the roads weren't paved.
507-345-6425
http://www.nickscarcare.com
507-345-6425
http://www.nickscarcare.com
- brianp87
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Re: Method To Flag A Customer

- nickscarcare
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Re: Method To Flag A Customer
That would be a great! LOL 

Some people try to turn back their odometers. Not me, I want people to know why I look this way. I've traveled a long way, and some of the roads weren't paved.
507-345-6425
http://www.nickscarcare.com
507-345-6425
http://www.nickscarcare.com