GENUS® | Clients
The Clients module in GENUS® is a core module which contains details of your live portfolio information relevant to a specific client and incorporating multiple meter points. This module is set at the top of the hierarchy within GENUS® allowing users to view and quickly access all associated sites for a specific client. This module also manages contract management for live suppliers including a wide range of contract options designed to cater for the entire industry.
What's included?
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Bulk import of client data from a variety of sources
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Contract management
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Contract baskets can be spread across multiple clients
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Full audit trail with historical data supported
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Outlook synchronisation to add diary tasks
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Automated task management
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Address look up functionality
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Ability to split contracts at site and client level
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Quick hyperlinks to associated sites
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Configurable document storage
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Comprehensive security options