Client/Supplier Resource Management enhances client/supplier communication and simplifies its management.

Often, client/supplier data are mi­ni­mum e.g. address for invoices. In CMS, there is a wealth of data to use and employ in many more ways.

Thus, input a client/supplier’s complete department + staff organisation (or the sections you deal with), plus various in­for­ma­tion about each member, their one or more ad­dres­ses and communication co-ordinates.

The members can also be grouped in mul­ti­ple alternate ways to use together in procedures and reports.

Via the co-ordinates, com­mu­ni­ca­te with (based on your telecom and email sys­tems) or write (Word™) to any member or a group of members.

You can also maintain a diary of contacts with members, and schedule tasks and ap­point­ments.

CS-RM, by centralising all the client­/­sup­plier information and making it con­ve­nien­tly accessible and useful, im­pro­ves the efficiency of doing business.

● Common data for the use of all applications.

● Concerns data on CS companies, and others e.g. agencies, government offices.

● Detailed basic data, such as name, ty­pe of bu­si­ness, capital, etc.

● Add various departments (e.g. trade, traf­fic) for each CS.

● Add different persons in each department.

● Detailed description of persons, e.g. rank, language, photo.

● All these members (CS, department, per­son) accessed individually or through their hier­ar­chy or via various categori-sations.

● Different purpose (e.g. mail, invoice, pri­va­te) addresses for members.

● Multiple addresses allowed for each purpose (a pri­ma­ry and one or more secondaries).

● Similarly, multiple email, web, Skype and other net­work addresses for members.

● Finally, an assortment of phone, mobile and fax numbers for each member.

● Communications initiated directly from these different co-ordinates.

Note: possibilities depend on the relevant system resources present.

● Input of co-ordinates unnecessary for per­sons (or de­part­ments) if they are the same as for its department or CS.

● A person's (or department's) partial address is completed using any cor­res­pon­ding data available in its department or CS.

● Members normally selected (lists, etc.) by de­fin­ed attributes, e.g., Chinese & sup­pli­ers.

● Alternatively, when needed attributes are undefined, freely group members in mul­ti­ple ad hoc ways e.g., Asian & clients, also pri­va­te­ly-owned, and manufacturers.

● These groupings are practical for a variety of purposes, e.g., obtaining open positions, sen­ding holiday greetings.

● Merge one or many addresses (directly as­sig­ned or using groups) with WORD™ tem­p­la­tes to write letters, print labels, etc.

● Similarly, effect a mass email, adding a common message text.

● Record contacts with members, with details and any follow-up action.

● Automatic generation of contacts for re­cor­ding any mass action.

● Contact lists based on different criteria, for reference and archives.

● Contacts to-do reminder lists.

For information on Operations and Output,

please see Data.