BRICS allows you to enter/ record any information concerning your clients, and search a client easily using multiple filters. A facility is available for quick search on name and/or address to identify the customer-ID used for subsequent transactions in the system. When creating a client, the name search is always activated in order to avoid duplicate entries of persons or companies. The unique number is automatically allocated to each new party. The search facility supports identifying a person even if only incomplete data is available, e.g., a misspelled name, the post code, etc.
The following information can be stored against a client -
- Multiple contacts
- Attention Notes
- Attachments of any kind
- AKA/DBA Names Insured’s
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Globally
