Maintaining Customer Accounts

Customer Maintenance includes activities related to entering a new customer into the
customer database, updating customer information, and viewing or printing customer
information.

3.1 Details on customer account files are kept accurately and maintained up to date

Account Files means the following information in respect of the Accounts: (i) the demographic
information used to process and service the Accounts, (ii) available balance information, (iii)
historical transaction information and (iv) information collected in accordance with Seller's
Customer Identification Program

Customer Details means an Applicant's personal and contact information (including a

description of the purpose for which the customer may want credit or to invest, and
information regarding what the customer needs);

What is customer information? Name, phone number, email address, company address, orders
and much more

Why do we need customer details?

Collecting data allows you to meet consumer expectations in regards to personalized

communications and suggestions

how to collect customer data in eight different ways:

1 Customer transaction and purchase history.

2. Social media.

3Website tracking tools.

Details on customer account May include but not limited to :

  Company Number
 credit limit
 customer contact telephone numbers
 customer delivery and postal addresses
 customer file and identification number
 customer name
 facsimile numbers
 electronic addresses
 invoice and account number
 outstanding amount details
 part payment details
 payment due date

3.2 Sources of customer details are checked for reliability and verified where
necessary
Sources of customer details may include

government agencies

inter-organization departments

What are government agencies?

A government agency is a permanent or semi-permanent organization within a national or state

government. These agencies are responsible for oversight or administration of a specific sector,
field, or area of study.

inter-organization departments

What is customer information? Name, phone number, email address, company address, orders
and much more

Why do we need customer details?

Collecting data allows you to meet consumer expectations in regards to personalized
communications and suggestions

Some ways to collect customer data

1 Customer transaction and purchase history.

2. Social media.

3Website tracking tools.

Financial Background: Financial background checks assess the financial history of an individual
by highlighting any mismanagement of their day-to-day finances. by looking at how they
manage money in their day-to-day life. In most cases, when someone uses the term “financial
background check,” they are referring to a credit history check.

Objectives

Address Changes

Transferring Accounts

Account Statements

Customer accounts : Customer Account means an account established by Company for

Customer to record Customer's transactions related to Service under one or more Rate
Schedules.

Managing Customer Accounts

5 Ways to Maintain Clean and Accurate Customer Information

#1 Maintain Complete Data

#2 Avoid Entry of Duplicate Leads & Contacts

3 Existing Duplicate Records?Merge Them

4 Maintain a Style Sheet

#5 Use Roles for Security

Give Your Customers Payment Options