Integrated Graphics
data systems

Providing software solutions to the Print Industry.
More than Thirty years of industry experience.

 
 

 
OETS-D 
Edit Client Data
 

 

 

Customer and Prospect Tracking
You can access virtually ALL client information from this screen. The action buttons at the top of the screen base responses given on the client or prospect on screen.

Action Buttons

  • Write a Letter - Five “workstation specific” letters ready for mail merge button push.
  • Email -     Generate an email to the contact for this account.
  • Access All Client Quotes - Additional criteria screen is presented for further filtering.
  • Access All Client Inventory Items - Quickly filter to Clients FMS inventory.
  • Access All Client Orders - View all past orders or narrowed criteria driven view.

Client or Prospect Record

  • Track standard client address information, Contact and Account Status.
  • Track Next Contact date, Last Contact, Time Stamped Notes and account “rating”.
  • Track industry Segment of the client or prospect
  • Track client or prospects product interest and activity
 

 

 

Sales - Charlie Owens
516-326-3297
Email

WebMail@igds.com

Support - Terry Henley
800-547-8033
Email

Support@igds.com

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