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Once a customer has been added, the customer record will need to be maintained with address changes, credit card changes, creating contacts, orders, etc. Some customer maintenance can be done by the customer via the web if using an AMS web cart. Customers can log into their account using the username and password in their account, and make billing and shipping information changes, credit card changes, add clubs, and place orders that will show up in their customer record. If a customer makes changes to their account online and a default contact code is set up in the Maintain Internet Control, then a contact will be created in the customer record with a description of what was changed. However, if the cusotmer does not make the changes to their account, it can be done by the winery in the Customer Management (CRM). To find the customer, enter part or all of the customers last name or customer number in the first field. To narrow it down even further, you can add teh customer's first name in the second field. There are 3 drop downs with various ways to filter your selection to find a customer.
If the customer doesn't know their number and has a common last name, enter their last name and first name or last name and part of their first name.
Or if the customer left a message that was hard to understand, enter their phone number.
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