Customer Support Management
V.K.Computerized System,
1st Floor, Mahavir Cloth Centre, Patelwada GODHRA (Gujarat)
+91 9825042042, 02672-249977
[email protected]
© 2013 V.K.Computerized System. All rights reserved.
Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Shoper, Shoper 9, Shoper POS, Shoper
HO, Shoper 9 POS, Shoper 9 HO, TallyDeveloper, Tally Developer, Tally. Developer 9,
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Integrated Network, Tally Service Partner, TallyAcademy & Power of Simplicity are
either registered trademarks or trademarks of Tally Solutions Pvt. Ltd. in India and/or
other countries. All other trademarks are properties of their respective owners.
Version: V.K.Computerized System /Customer Support management/2.0/January
2013
Customer Support Management
Introduction
With this add-on, you can maintain Sales/Service records of your customers. You can
set reminder alerts for product subscription expiry or for service due dates, send out
mass mails.
Note: This add-on is mainly designed for IT Vendors (Including Tally Partners).
Important!
As a best practice it is advisable to take back up your
company data before installing the add-on
Setup Guide
1. Activate the Add-on
For Tally.ERP 9 versions lower than Series A, Release 3.2
Go to Gateway of Tally > F11: Features > Accounting Features
Set “Yes” to the option “Enable Reminder Alerts for customers”
For Tally.ERP 9 version Series A, Release 3.2 and above
Go to Gateway of Tally > F11: Features > Add-on Features
Set “Yes” to the options “Enable Reminder Alerts for customers”
2. Add Details with Image
To set the Reminder Alert Features, go to Accounts Info. > Ledger > Create/Alter
and select the Ledger

Set yes to the option “Set/Alter IT Product Details” and press Enter

A new screen will appear as shown below. Enter the relevant information and
save the screen

You can also get the below screen at My Contact List menu.

To enable the below Screen, go to Gateway of Tally > Account Info. >My Contact
List > Select Group and select the Ledger and Press< ENTER> to get the same
at Edit Mode
Please Refer
Note 1 for
detailed use
of this
option.
Note 1:

If this option is set to “Yes” then, you can get Reminder Alerts when the followup date is greater or equal to System Date. This option has been created to
send occasional greetings to various people (e.g. Accountant, Operator,
Manager. etc.)

If this option set to “No” then, you would not get Reminder Alerts. But this
option is useful to maintain AMC service record of the customer.

To secure Customer Sales/Service data, you can also allocate security rights
through Security Control Menu > User and Password > two new option > Admin
Rights and Support Rights > Provided.

Left side > Customer Details > Only Product Validity Expiry Date will be shown
and rest details hide for Support Executive.

Press Enter to get above screen at Edit Mode and Press Ctrl+V to view the above
screen at Display Mode
Auto start-up Reminder Alerts
After completion of all the details of Customer at Ledger Master, you can get Reminder
Alerts if any Customer’s Validity is getting expired or follow-up date is greater or equal
to system date.
NOTE: Reminder Alerts will prompt before 10 days of Validity Expiry Date. So you can
remind to your customers before Validity expires.
You can get Reminder Alerts both while loading company or through Gateway of Tally
> Display Menu > Reminder Alerts Report (Note: Report would be activated only When
Reminder Alerts are shortlisted for the same)
Send Mass / Selected Mail
You can send (Mass/Selected) mail to the Party with all relevant details regarding
subscription renewal or follow-up reminder description message.
1.
To send mass mail, Go to > Display Menu > Reminder Alerts Report > Press Alt
+ M.
2.
To Send Selected Mail > Go to > Display Menu > Reminder Alerts Report > Find
New Button > F3: Primary Ledger Party > F4: Follow up Party > Select Party
using < Space Key > and then Press Alt + M to send mail.
Please refer
Note 3 for
details use of
this option.
Note 3:
If this Option set to “YES” then you can send mail to Primary Ledger Party.
If this Option set to “No” then you can send mail to Follow-up Party
Selected mail screen: Using F3: Primary Party
Selected mail screen: Using F4: Follow-up party
Customized Mail Report
You can send (Mass/Selected) mail (with In-built Customized HTML) to the parties
with all relevant Software Details regarding Renewal or follow-up/reminder message.
Customer would see the mail in the below format
This Line Shown
only if Product
Name=Tally.ERP9
UserDefined
Image
shown in
the
Customer
mail.
Enhancements in new version

You can send out the Mass Mail regarding Regular Product Update News Letter
or Any Promotional Information to his party with User-defined Mail Template
Configuration without Setting Product IT Details

You can set defined Image Location, Browse Web Location Path. Image would
see at the bottom of all Mail Template (Product Expiry, Follow-up & News
Letter)

Step to News Letter Mass Mail to Party
Go to Gateway of Tally > Account Info > My Contact List > Select the party
using key <Space> OR <Ctrl+Space> > then to Send out the mail > Use Key
<Alt+M> > & Set the below Mail Template Configuration & Mailing
Configuration.
Mail Preview

User-defined
Massage

User-Defined
Image Location

User-defined
Image Massage
& Browse Web
Location
Set Mail Template
Configuration
Note:
Above Template created with HTML 5.0 standard which is supported all major web
browser, except Google Chrome (Some Code not Supported).
FAQ
How will I get support for this add-on?
For
any
functional
support
requirements
please
do
write
to
us
on
[email protected] call us at +91-9825042042.
If I need some enhancement / changes to be incorporated for the add-on, whom
should I contact?
Please to write to us on [email protected] with your additional
requirements and we will revert to you in 24 hours.
Will new features added be available to us?
We offer one year availability of all support and new features free of cost. After one
year, nominal subscription cost will be applicable to you to continue to get free
support and updates.
What will happen after one year?
20% of the then MRP will be charged for one year of email support and versions (minor
& major).