Red Flag

oleh Cloud2020

Apply Sensitivity to Client Information

Your business depends on understanding your customers in order that you can create and maintain good customer relationships. Sensitivities such as price/technology preferences/salesperson preferences or geographical preferences/or even that certain information is covered under NDA can now be recorded against both Accounts and Contacts in Microsoft Dynamics 365.

Flagging the Account or Contact as sensitive and recording the reasons why could not be simpler in this App. Simply fill out a field with the reason for the sensitivity flag and our App will do the rest. Once this is done it generates a pop up box every time the Account or Contact is opened and means that everyone who interacts with them is fully briefed and informed.

Useful for managerial, sales, administrative and accounting staff and many others, this app minimises the risks of customer loss because of lack of clarity or knowledge about their potential sensitivity.