Did you know the different features of STN to share your customer accounts information within the software?
Whenever a customer calls you, you can log an incoming communication to make the information visible to all your collaborators.
Accessible on each customer card, Notepad allows you to share notes on each of your customers to give their information to other users.
For sharing Sidetrade Network’s information with your colleagues, do you regularly use SideNotes?
This internal messaging software, coupled with messages on the recipient’s Outlook e-mail, allows you to easily share information.
Automatic reporting sharing
To facilitate performance sharing, you can automatically schedule the frequency and content of reports to all Sidetrade Network users in your organization.
The sending frequency can be monthly, weekly or daily and you can choose the sending format.
You can also target the information to be shared by sorting the results by:
- Total outstanding,
- Company or company code,
- Amounts outstanding or not,
- Financial risk for the company