The SDM Customer Relationship Management Module provides staff with an overview of a customers recent interactions with the organisation.
Key Information
Tenant Details
- Tenant Name Details
- Contact Telephone Numbers Details
- National Insurance Number Details
- Email Address Details
- Tenant Account Enquiry
- Tenant Diary Details
Property Details
- Property Address Details
- Manager Code Display
- Management Area Display
- View of Works Orders
Main Features
- Ability to update basic tenant information on main display
- Drilldown to Tenant File Maintenance
- Property Address Information Display
- Drilldown to Property File Maintenance
- Tenant Account Enquiry Display
- Shortcut to printing Tenant Rent Statements
- Drilldown to Tenant Account Enquiry
- Tenant Diary display
- Drilldown to Tenant File Diary Maintenance
- Current / History Works Order Display
- Drilldown to Works Order Details
- Shortcut to creating new works orders from CRM screen
Integration
The SDM Customer Relationship Management Module integrates with:
- Rents & Housing Management Module Tenant and Property Databases
- Repairs and Maintenance Works Order Database
- The System can also be integrated with TAPI – Telephone Application Protocol Interface