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Client Development

Last week, we have a Client Development Manager of a law firm came to our office to discuss about the enhancement of the Prospective Client and other client service functions.

He had made quite a number of suggestions. The suggestions that we will implement immediately are:

  1. One client transfer from prospective to customer.
  2. An independent function called Contact Management rather than just part of customer file.
  3. A user-defined field for Industry classification.
  4. Set up an Intermediate for each job, together with its related commission calculation.

We would like to thank this law firm and its manager for its great suggestions. After all, it is the users that count!