Contact History

Scoping Questions

1. Should customer contact history be visible at POS?
2. What contact types should be tracked? (visit, call, email, complaint)
3. Should POS operators be able to add contact records?

How To Guide

How To Guide - CRM Launch at POS

Configuration Example

Contact history at POS is configured through the CRM module. Key settings include:

• Contact types - in-store interaction, complaint, enquiry
• Recording - manual entry by POS operator
• Visibility - recent contact notes displayed on customer lookup
• Follow-up - flag contacts requiring follow-up action

These settings are configured through the CRM application configuration.