The Customer Search/Contact Entry feature enables agencies to collect customer information and track all types of incoming and outgoing customer contact for the purpose of streamlining subsequent tasks. The Contact Entry feature assists in maintaining a contact history log, generate callbacks, and automate document mail-outs to customers. The system is designed to take a minimum of initial information to facilitate efficient and effective response to those seeking assistance or information.


Feature Highlights:

  • Create Document Mail-Outs for, but not limited to:
    • Notification Letters
      • Receipt of Application Notice
      • Deficient Application Notice 
      • Denial Application Notice
      • Award/Benefit Notice
    • Program Applications
      • HEAP, Wx, or Other Agency Programs  
    • Marketing Flyers
  • Create Customer Callbacks for, but not limited to:
    • Status Requests
    • Program Information Requests
    • Energy Emergency Follow-Up
    • Deficient/Incomplete Application Follow-Up
    • Weatherization Department Follow-Up

For more detailed information see the attachment below.