Accounts

How to track OS customer follow up in Fresa Gold.?

Mar 5, 2019 , , , ,
Here, you can learn about how to create followup tracking for OS.
1. Login with Fresa Gold, Go to Accounts -> O/S Collection Tracking List
OS customer
Fig 1
2. Here, select your date range, organization based on your requirement and finally click submit view existing details
OS customer
Fig 2
3.if you want to create new click create button in right top corner
OS customer
Fig 3
4. Here, you can create your followup for OS, enter the respective organization, call date, call notes, if followup required set the followup as Yes, enter followup date, Followup Remarks finally click  Save button
OS customer
Fig 4
Now, based on your followup date you will get reminder, hope you got idea about how to track O/S with followup for your customer.

Who we are

Fresa Technologies Pvt Ltd is an independent, neutral and professional software company that provides IT and IT enabled services with focus on providing solutions only to Freight forwarding and shipping industries.

Fresa Technologies also focus on developing cost effective and efficient Freight Forwarding Software Applications with a user friendly interface and back office solutions. It also focuses on infrastructure and hardware support such as developing & maintaining websites and Mail Services.

Our team comprises of highly skilled individuals, who are experienced architects in designing & developing Freight forwarding & logistics software for over 20 years. They are domain experts and specialize in providing customized, user friendly and cost effective solutions. They focus on enhancing user experience and satisfaction for a sustainable relationship.

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