OPE Customer Maintenance

Most programs allow you to enter the customer name, address and phone number and Windward System Five is no exception. However, Windward offers much more and can be used as a full contact management system where you can track your calls, comments, appointments, past history, and much more.

Some of the features include:
• Mail Merge capability based on customer details and filters
• Web and E-mail Address
• Unlimited number of Contact names and phone numbers
• Invoice history at the click of a button
• List of all items purchased with comments and prices
• Many different types of comments
• Appointments for sales meetings or receivable collections
• Links to Word, Excel or other types of computer documents
• Credit Limits
• Open Purchase Order Numbers for repeat purchasing
• Set customer price levels and exceptions to those prices.