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How to open a Customer Snapshot

10/31/2011

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In order to make the most of the little amount of time you have with a customer, I'm sure you review his/her activities and sales prior to your meeting.  MRSware has 2 reports that provide that information. 

In this post we will go over how to open a Customer Snapshot.

​1. Click on Customers in the Shortcuts panel.
​

​2. Click on the name of the customer you are going to visit.
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​3. Click on Customer Snapshot on the Button or Tool bar.

4. Select dates, uncheck the boxes for the information you do not want to appear in the report, click Ok.

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5. Print the report or send the report to yourself as an e-mail attachment in order to have the information available while with your customer.
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​The other report is the Contact Printout.  Be sure to open and review the activities that have taken place with your customer. 

I'm sure you've heard the old adage - "Forewarned is Forearmed" which means advance warning provides an advantage.  While you may not need a warning, the more information about and knowledge of your customers you have before meeting with them will certainly provide you with a competitive advantage.

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