General Customer Information | Windward Customer Overview

Customer Information and history is a high priority with Windward System Five. All systems can keep track of a customer's name, address and phone number, but it's the additional features that set Windward head and shoulders above the rest. Customer information is automatically recorded and tracked. Whether the customer purchased online or in the store, all customer information is easily accessible from one screen. A merchant can quickly and easily view details about a customer's contact information, purchasing history and trends, outstanding balances, and much more. From the customer screen, the merchant can apply payments, issue credit memos, or do returns. This simple yet comprehensive interface enables the merchant to manage and control all customers and transactions from one screen, saving time.

For example, you can enter e-mail address, web addresses, tax codes, price schedules, contact names, warning comments, appointments, lookup words, vehicles, and other bits of information to the customer file. You may not need all of these options, so our soft switches can turn off the options you do not use, such as vehicles if you are in the furniture business.