2 Customer Home

Customer records store basic information about each customer. These records can be associated with a card or an account used to track transactions and provide incentives to customers.

Customer records can be used to track individual customers and their shopping preferences, habits, and tendencies. This allows locations and chains to target promotions to customers most likely to take advantage of purchase incentives given by the location or chain.

When you log in to the application, it first displays the Home page with the Customer Quick Search panel and the Day Planner panel. If you have customers assigned to you, the Home page search panel will also have a list of Associated Customers. See Associate Assignment for more information about associated customers.

Figure 2-1 Home Page