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Maintaining accurate customer records inside of Microsoft RMS has never been easier! Customer Capture helps automate new customer information collection process with a reverse phone number lookup. Simply type in the customer's phone number and the corresponding address and name populate in the RMS information fields. Saves time and increases accuracy! Expand upon RMS Headquarters global customer lists with the addition of convenient editing from computers with RMS Store Operations installed. Keeping customer records current and accurate now takes less time and effort than ever!
- Populates Customer Information by Phone Number
- RMS Headquarters & Store Operations Utility
- Edit Global Customers from any Store
- Display Customer Accounts Receivable
- Display Customer Purchase History
Search
Search through public databases on the internet to match the customer's phone number to their address. The search results will auto populate in the Microsoft RMS fields.
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- By Phone Number
- The Existing RMS Database First
- Then the Public Internet Database
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Create
Create customers quickly from search results. Associate the pending transaction with the customer information. Modify global customer information from any computer station that runs Microsoft RMS.
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- New Record from Search
- Global Customers
- Store Customers
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Update
Customer Capture keeps your RMS database accurate by syncing global customer information across all stores through RMS Headquarters. View account limits, purchase histories, and more from any location. Keep youe employees updates and accurate!
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- Customer Information
- Credit Limits
- Sync Global Customer Records Across Stores
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