A 360º vision of your contacts
The file of the contact is where all the information relative to that contact is in SecuTix. All the information about the contact can be accessed from its file and it is organized in horizontal tabs and vertical menus on the left side.
The “Summary” tab presents a quick and complete view of the information about the contact.
The other tabs of the information menu have several elements about the contacts:
The other options of the contact file are the following:
- Address: management of postal addresses of the contact (main, delivery or invoice).
- Indicators: indicators calculated the activity using the activity of the contact in the organization (assiduity, seniority, member or SML) as a reference.
- Seat preference: an indicator of the favourite places of the contact to sit down, for example, in a season-ticket.
- Criteria: manual classification of the contacts according to the criteria defined at the beginning of the project with the organization. The available criteria list can change for the individuals and structures.
These are the 4 histories:
- Shipment list of the organization: set of links established with the contact (sending of emails, campaigns, etc.)
- Purchase history: set of orders made by the contact.
- Cultural history: set of products which the contact has attended or will attend.
- Financial history: set of payments made by the contact.
