Space Manager for WindowsTM

 

FAQs

 

 

No. 6:                          Does your software maintain customer information after the customer vacates his/her unit?  If yes, for how long does it maintain the information?

 

YES.

 

All customer information is retained in the system after a customer vacates his/her unit unless the data is manually deleted. The length of customer inactivity for archiving is determined as a user/company configurable parameter and is only performed at the direct request of an authorized user.

 

A page from the Contract Enquiry screens showing a customer’s contract details after the last item has been vacated off it. At this point the contract is marked as ‘Terminated’. However, all contract item details can still be seen by selecting the ‘Vacated Items’ tab.


This means that a customer’s full history is always accessible whether they have a current contract or not. However, to speed searches for current customer accounts, the user has the option to select from active customers only.

 

This screen shot shows the summary page of a customer’s recorded details after it has been selected from the ‘Select Customer’ form, shown behind it. When selecting customers, users can choose to exclude or include customers, who do not have a current contract, from the search. When searching for a customer by name, the user can use ‘wild cards’ such as an ‘*’, which on its own will display all customers.

 

 

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