Client List Editor

This tool allows staff to create profiles of your clients/customers.

People like to buy from qualified companies. Maintain a "mini portfolio" of your clients to demonstrate your qualifications. An "index" page of your clients can be organized in many different ways, such as alphabetically, by state, by city, etc. Available fields include:

  • Client's Name
  • Category
  • Key Contact
  • Phone Number
  • Fax Number
  • Toll Free Number
  • Street Address
  • City
  • State
  • Zip
  • Country
  • Summary Description
  • Expanded Description
  • Key Products & Services
  • Customer Testimonial
  • Customer Since (Date field)
  • Images (including logo, detail image, and thumbnail)

If your client list is substantial, an index page containing categories can be created. The user would then select a category to view the client list assigned to that category. You can assign a single client to multiple categories, so the client information would be displayed in the different categories.

Tools In Action...