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Video Transcript
Full transparency on all account details through a range of well-organised data fields, available with each specific account. Stored in one easy-to-use location, specific information is very easy to access. Upload documents to the account. Export data for individual business needs.
Account details are shown here: *Right side of screen > Account Details*
A list of contacts and contact details are shown here: *Right side of screen > Contacts*
Transactions made between the Customer and CCI can be seen here: *Right side of screen > Transactions*
Payments made from the Customer, with the ability to add new payments. Selecting the available Export Tabs within this Section, and all other Sections, will export data from this data program: *Right side of screen > Payments*
Additional costs incurred are available here with the ability to add new Costs: *Right side of screen > Costs*
Invoices are available here, with the ability to add new invoices: *Right side of screen > Invoices*
The Notes section offers full visibility of the correspondence shared between ourselves and the Clients: *Right side of screen > Notes*
Add Adjustments by adding the necessary information and selecting “Save”: *Right side of screen > Adjustments*
Add Arrangements by adding the necessary information and selecting “Save”: *Right side of screen > Arrangements*
Correspondence shows all letters sent out by CCICM: *Right side of screen > Correspondence*
Emails sent out by CCICM are shown here: *Right side of screen > Emails*
Attachments are shown here, with the ability to add new Attachments: *Right side of screen > Attachments*
Exclusion allows you to put an account on Hold for a chosen period by selecting the days and selecting “Save”: *Right side of screen > Exclusion*
Close an Account by selecting the date and the reason and then selecting “Save”: *Right side of screen > Close Account*
Legal documentation is shown here: *Right side of screen > Legal*
Any report you have requested will be shown here: *Right side of screen > Reports*
