From the Customer database menu, click 
. You can also click View then select Evaluation or type Ctrl + F11.
In Order Entry, click Order Entry from the menu then select Customer Evaluation. You can also type Ctrl + F11.
About Customer Evaluation
The Customer Evaluation dialog box allows you to view the customer's complete buying history quickly and easily. Viewing this screen allows you to evaluate your customer in every aspect of their buying history from sales to delivery. You can view pie charts and graphs by customer sales, categories, service, or credit.
Note: This feature is not included in all software packages and may require authorization. For more information, contact ECi sales.
Customer Evaluation enables you to quickly evaluate a customer's buying history without running reports or doing complicated analysis. Sales dollars and trends, sales versus costs, order trends, credit status, and more are displayed as easily understood charts and graphs.
Customer Evaluation's four-pane display enables you to evaluate different aspects of the customer's history (sales, sales categories, service, and credit) at one time in one window. Drop down menus in each pane provide fast access to additional graphs or charts for that category, offering a total of 11 different views of the customer's history.
You can access the Customer Evaluation dialog box from the Customer database or Order Entry.
From the Customer database menu, click . You can also click View then select Evaluation or type Ctrl + F11.
In Order Entry, click Order Entry from the menu then select Customer Evaluation. You can also type Ctrl + F11.
In the Customer Evaluation dialog box, simply click the drop down arrow under each section and select the information that you want to view. You can also click the buttons at the bottom of the box to select Sales, Categories, Service, or Credit. For more information, see Using Customer Evaluation.
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