DMS' DX-CRM gives you instant access to all important performance metrics and information about your customers in just a few clicks!
 
In your DX-Portal, click the DX-CRM tab and then enter either a customer number or customer name in the Customer Search field and click "Search". You are then presented with a single screen summary that includes:

• Customer Contact Information
• Receivables Aging with "drill-down" capability to dive even deeper into the invoices that make up their receivables.
• Credit Information
• Salesman assigned to account
• Customer Rank
• Date Account Created
• Maximum Amount Owed in Dollars and by Date
• Last Payment Amount & Date
• Average Monthly Net Sales
• A Dynamic Customer Sales & Returns Graph with drill-down capability.
• Notes - the ability to add multiple notes for each customer.
• Credits - see all credits issued to the customer.
• Purchases - view all purchases made by each customer
   
  Customer Notes
• Add, Edit and Delete unlimited notes for each customer.
• Optionally define an Expiration Date for each note.
• Specify where each note is printed for the customer:
  • Pick Ticket
  • Invoice
  • Statement