Customer Database

SharronIsaacson

I'm looking for a way to track our applicant demographics. Any one have any ideas to track all your customers in one place?

Andrée Starå

Hi Sharron,

Can you provide more details on how you'd like it to work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

SharronIsaacson

I would like it to track all customers that are associated with an assigned loan number that we give them as we are a lending company. I would need to track the primary applicant along with any co-applicants that may be on that same loan as well, then to be able to track all their individual addresses, phone numbers, emails, fax #'s, etc. Does that help at all?

Andrée Starå

Thanks!

Yes, that helps! I'd recommend looking at the Template called Client Contact List in the Solution Center.

Would that work?

Let me know if I can help with anything!

Best,

Andrée