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Customer Database

If you’re using 4c in a PSA (Professional Services Automation) application, you will have a customer database.  This can include some elements of Customer Relationship Management (CRM).

• Store customer address and contact details - multiple contacts and addresses can be entered.

• Log each contact event and its outcome, and optionally link it to a project, programme or task.

• Categorise customers.

• View projects for each customer with any logged issues and risks.

When you create a project, you link it to the appropriate customer record: all the relevant information (contact details, addresses etc.) is then carried over into the invoicing area.

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