Customers and customer records

The Customers screen lists the people and companies you work for. You will be able to find a customer, add a new one and open a record to read the balance and change the details.

Before you start #

You need the owner, manager, advisor or dispatcher role.

Steps #

1. Open Customers. The list shows Name, Company, Phone, Email and "Customer since". Choose "Show more" to load more rows.
2. Search by name, company, email, phone or plate. Type in "Search for" and choose Search.
3. To add a customer, open "Add a customer". Enter a Name and a phone number or an email, and fill in what you know: Company, Address, City, State, Postal code, "Preferred contact" (Text message, Phone call or Email), "Account terms" and Notes. Choose "Save the customer".
4. The new record opens. When the customer already exists, the screen says "name is already a customer, so nothing was added."
5. Choose a name in the list to open the customer record. The heading shows the customer's name and "Back to customers" returns to the list.
6. Read the summary: "Open balance", "Customer since", Source and "Marketing messages" (Yes or No).
7. Read the Vehicles table: Vehicle, Plate and VIN. Choose "Add or change vehicles" to manage them.
8. Change the details under Details and choose Save. The record confirms with "Saved."

Good to know #

• A name and either a phone number or an email are needed. Without them the screen says "Enter a name and a phone number or an email."
• The same customer picker (Find a customer, then Matching customers) appears on the Vehicles and New invoice screens. Search by name, phone, email or plate, then pick a customer from the list. Choose Clear to pick again.

If something goes wrong #

• "Check the highlighted fields and try again.": correct the marked fields.
• A name appears twice in a search: open each record and compare the phone number and email.