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Liaison

Liaison Contact Management

Contact management software is no longer just a Sales and Marketing perk. Liaison for Platinum seamlessly integrates into Epicor's Platinum for DOS or Windows accounting software. Let your Accounts Receivable and Credit departments share important information with the Customers Service, Sales and Marketing departments building a solid customer care foundation.

Liaison for Platinum was developed to keep customer records in Liaison in-sync with customer records in Platinum. When a company name or address changes in either system, the corresponding fields are automatically updated in the other system. This unique bi-directional design keeps Liaison and Platinum in-sync, real-time and accurate. Liaison has a proven track record of offering the following benefits:

  • Pull up customer's billing and payment history with opening up Platinum
  • View customer profiles with data from Platinum with one mouse click
  • Look up open orders including line item detail without going into Platinum
  • Generate real time aging reports
  • Review sales history by product
  • Streamline your credit and collection procedures

For additional information on the Liaison suite of Products please visit the web site at www.liaisonsc.com.

Messenger

Messenger is a Forms-Automation Server that performs the printing, routing, faxing, e-mailing and archiving of all PFW business forms - eliminating the need for preprinted forms. Also included is a built-in forms design tool which allows header and line item information to be added to the entire form or just to individual plys(pages) of the form. Additional functionality includes filtering plies based on criteria you determine and compatibility with both laser and dot-matrix printers.

Messenger is also an automated unattended manager of your aged receivable that can be configured to automatically generate statements based on a given date, monthly interval or triggered upon a customer's aging. Upon triggering on of the predefined events, a Statement of Accounts is either printed, faxed and/or e-mailed automatically to the applicable customer's contact(s). Collector eliminates the need for pre-printed statements.

For additional information on the Messenger Product www.liaisonsc.com

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