Maintaining Customer Records

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 (MIC), then a contact will be created in the customer record with a description of what was changed.  However, if the customer does not make the changes to their account, it can be done by the winery in the Customer Management (CRM).