Tuesday, January 22, 2013

Recording Customer Comments in Retail Point of Sale Software

Want to make a quick note about a customer? QuickBooks Point of Sale Pro, Microsoft RMS Store Operations, and NCR CounterPoint all have a place where you can record notes or comments about a customer. While this is not designed to be full blown CRM (Customer Relationship Management) software, it is a helpful way to keep internal notes about a customer or specific account. Here are some details and screen shots for each of the point of sale software programs:

QuickBooks Point of Sale Pro users can find the Customer Notes field only when editing customer information. The screen looks like this:

Microsoft Retail Management Systems (RMS) Store Operations users have more flexibility since the notes can be accessed any time that you are looking at customer properties (look for the “Additional” tab):

NCR CounterPoint users will find the customer notes window under the Zoom function when searching for customers:


Note that these fields are for general on-going notes about a customer or account. In a future Tuesday Tip, I will cover how to add notes or comments to a specific sale.

Are you in the US and in need of no cost retail point of sale advice? I'm happy to help and can be reached on my cell at 208-340-5632 (mountain time) or via email at kevinantosh@gmail.com.

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