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customer file checklist

Customer File Checklist

  • - Ensure customer name is accurate and up to date.
  • - Verify contact person details for future communications.
  • - Confirm address for shipping and billing purposes.
  • - Double-check phone number for contact purposes.
  • - Validate email address for electronic communication.
  • - Review previous orders to understand customer preferences.
  • - Determine order frequency for forecasting purposes.
  • - Document order specifications for reference.
  • - Confirm payment terms agreed upon.
  • - Note preferred method of communication for future interactions.
  • - Review and update notes from previous conversations.
  • - Document any special requests or requirements from the customer.
  • - Review credit application for approval status.
  • - Verify credit limit for future orders.
  • - Check payment history for any outstanding issues.
  • - Record outstanding balances for follow-up.
  • - Check for any signed contracts or agreements.
  • - Review terms and conditions for compliance.
  • - Note renewal dates for contract management.
  • - Document any previous complaints for reference.
  • - Detail actions taken to resolve complaints.
  • - Note follow-up communication after resolution.
  • - Record any feedback received from the customer.
  • - Document survey responses for analysis.
  • - Note any suggestions for improvement from the customer.
  • - Include any additional information or notes about the customer.
  • - Document any other relevant details or considerations.
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