Ace Contact Manager 7.1.34
Ace Contact Manager - ACE Contact Manager CRM Scheduler - 7.1.34 helps scheduling events and tasks for customer, to PLAN
the Opportunity
01. I am a customer support person - can I use ACE ?
a.
Customers are your contacts
b. Support events are events
c. Your staffs are service
providers whom you can assign tasks and followup
02. I run AMC business - so I need to
maintain contacts as well as equipment..
a. Create Customer-database and Equipment-database
and have links
03. I run an education Institute - Can I use ACE ?
a. Yes, Students are
your contacts
b. You can track prospective students till they get admitted to exams,
results..
c. You can have a teacher database
d. You can have class and auditorium
database to schedule them
04. I am a doctor - Can I use ACE ?
a. Yes, Patients are your
contacts
b. Testing labs may be a different database
c. Right click and change any field
on contact screen suitable to keep patient details
05. I give equipment ( washing Machines,
Computers ) on rent - can I use ACE to bill monthly?
a. Yes. You have to separate database for
customers, for equipment, for service providers
b. Create links (assign) between service
providers and customers
c. Create Links between Equipment and customers so that you know
which equipment is with whom.
d. Create monthly priced Service as Inventory items and raise
invoice every month - send by email
e. Create spare parts inventory and raise NIL priced
Inventory if you replace spares at customer's place to keep your equipment in working condition.
f. Maintain date-wise expenses for each customer when an engineer visit the customer
g.
Maintain contracts with customers in attachments
06. I do non-comprehensive maintenance for my
customers' equipment - can I use ACE ?
a. It is customer's equipment - still maintain a
database so that you have history of repair on each
b. Create separate database for customers,
and for service providers
c. Create links (assign) between service providers and customers
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