Professional Services Automation (PSA) Software

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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. Go Back

Customer Database