Working with Clients Client Ratings
| Article Index |
|---|
| Client Screen - Client Ratings |
| Reports and Marketing |
| Configure Client Ratings |
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Client Screen - Client Ratings
RxWorks allows you to rate clients according to their receipt or invoice history. You might use this data as part of a marketing campaign, or offer reductions in cost for regular clients.
Client Ratings show a client’s rank order in relation to overall expenditure in a specified period. The rating is displayed as a colored bar at the top right hand section of a client's record.
Client Rating Color Codes
Each rating has a color, along with a rank order shown by a number in brackets:
- (P)latinum,
- (G)old,
- (S)ilver
- (B)ronze,
The above example shows a client of Gold Rating, who is ranked 3rd in the entire client list..
