The Customer Information Management System (CIMS) maintains a directory of names, addresses, contacts, and telephone numbers. Comments and notes, along with extract criteria and review dates, exist in each directory. CIMS is your personal directory, a marketing and follow up address file, or a tickler file for insurance policies, license renewal, and other business.

CIMS features a Job Tracking System to monitor statistics on job resolution. Inquiries review past history by keyword, client, screen, and system. It is flexible to use since categories are client-defined.

Highlights of the Customer Information Management System include:

• Six directory identification fields for extract definition
• Unlimited free form notes and comments for each client and job
• Daily follow up reports for directory entries requiring attention
• Telephone tracking of problem notification and resolution
• Inquiry capabilities on company name, contact name, telephone number, review date, and client detail.

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