After clicking on a client list category, the summary records assigned to that category are displayed. Clicking on those displays the details (see next image).
The detail page displays all of the information that you have entered in the tool for a particular record.
The Client List Editor tool was used in this example to create profiles of donors and sponsors for www.Elite-Force.org
Client List Editor
This tool allows staff to create profiles of your clients/customers.
People like to buy from qualified companies. Maintain a "mini portfolio" of your clients to demonstrate your qualifications. An "index" page of your clients can be organized in many different ways, such as alphabetically, by state, by city, etc. Available fields include:
- Client's Name
- Category
- Key Contact
- Phone Number
- Fax Number
- Toll Free Number
- Street Address
- City
- State
- Zip
- Country
- Summary Description
- Expanded Description
- Key Products & Services
- Customer Testimonial
- Customer Since (Date field)
- Images (including logo, detail image, and thumbnail)
If your client list is substantial, an index page containing categories can be created. The user would then select a category to view the client list assigned to that category. You can assign a single client to multiple categories, so the client information would be displayed in the different categories.
Tools In Action...
- Horticultural Marketing
- Oro Farms
- Pantry Garden Herbs
They list their customers as retail locations where site visitors can purchase their products.