Differences

This shows you the differences between two versions of the page.

--- holray:customers [2022/04/08 10:50] – holray
+++ holray:customers [2022/09/29 15:13] (current) – holray
@@ Line 1: / Line 1: @@
 ====== Customers ======
+Holray maintains two types of Customer. Enquirers and Bookers.
+An Enquirer is a potential customer that may have contacted you for a brochure or asked to be included on your mailing list. You can add a new Customer to Holray directly or by importing them from a spreadsheet.
+A Booker is a Customer with one or more Bookings.
-Click on the links below to learn more
+Click on the links below to learn more about the Customer screens:-
   * [[holray:maintain_customer_data|Maintain Customer Data]]
   * [[holray:maintain_advertising_resourcing|Maintain Advertising Resources]]
   * [[holray:maintain_lists|Maintain Lists]]
-  * [[holray:maintain_list_labels|Maintain List and Labels]]
+  * [[holray:maintain_list_labels|Mailing List and Labels]]
   * [[holray:customer_deduplicator|Customer De-duplicator]]
   * [[holray:source_analysis|Source Analysis]]
@@ Line 12: / Line 15: @@
   * [[holray:view_mail_queue|View Mail Queue]]
   * [[holray:manage_unsubscribes|Sync customers with Bulk mailer]]
+Or view the Topics below if you're looking for an answer to a question:-
+  * [[holray:de-duplicator|Tidying up duplicate records]]
+  * [[holray:mailing_lists|Exporting data for use in MailChimp or Mailjet]]