OVERVIEW
This option enables you to add a new customer as well as modify the details of the existing customer. When an existing customer is selected, all the service calls related to the customer are displayed.
TO ADD A NEW CUSTOMER
- Select the Service Center Icon from Main Menu
- Press the New Customer Button from the left navigation pane
- The Manage Customer popup window is displayed
- Enter the name of the customer in the Customer Name field.
- Enter the phone number of the customer in the Phone field.
- Enter the email address in the Email field.
- Enter the address of the customer in the Address field.
- Enter the zip code of the customer location in the Zip Code field.
- Select the country from the Country dropdown list.
- Click Choose File in the Logo field to attach a logo for the customer.
- Click Save to create the customer.
TO MODIFY THE CUSTOMER
- Select the required customer and click Edit in the information section.
- The Manage Customer window is displayed.
- Modify the required details and click Save.
DEACTIVATE/ACTIVATE A CUSTOMER
- In the Edit Information section, uncheck the checkbox “Activation Status“
This moves the customer to the bottom of the list under Non-Active customers
- To activate the customer, check the checkbox Activation Status
Existing service calls will remain linked to the non active customers for history purposes. This is the reason that the customers cannot be deleted from the system.