Customer Contacts

Customer contacts are used to record when and why a customer contacted your company. They can also be associated with person, accounts, and premises. This information can be used for both audit and statistical purposes. The topics in this section provide details about how customer contacts are created and used in the system.

• Person-Based Versus Premise-Based Customer Contacts
  
• How Customer Contacts Are Created
  
• Customer Contacts Are Used To Trigger Letters
  
• A Customer Contact May Trigger Reminders
  
• Customer Contacts Are Used To Record Notifications
  
• Customer Contacts Can Be Used As Case Files
  
• Maintaining Customer Contacts
  
• Creating Customer Contacts Using Call Summary and Call Tagging