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 colour, along with a rank order shown by a number in brackets:
The above example shows a client of Gold Rating, who is ranked 3rd in the entire client list.
Reports on Client Ratings
Create a report on Client Ratings through Reports & Excel Analysis Spreadsheets.
Send communication and marketing material to Clients that fit your preferred Client Rating profile with Reports & Queries, Mail Merges and Listings.
Client Rating Options and Setup
You can change the options for Client Ratings through “Tools & Utilities > Client > Set Ratings Options”.
View more information on how to set up your “Client Ratings”.