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Customer Manager
The Customer Manager function allows you to create and edit customer
accounts. It helps you to save and organize all customer information
accounts that are correlated with the associated test vehicle history records.
To create a customer account
1. Tap the
Shop Manager
application on the MaxiIM Job Menu.
2. Select
Customer Manager
.
3. Tap the
Add Account
button. An empty information form displays,
tap each field to input the appropriate information.
NOTE
The items that must be filled are indicated as required fields.
4. Tap the cross mark beside the Name chart to add a photo. A sub
menu displays, select
Take Photo
to take a new photo for the
account, or select
Choose Photo
to choose from the existing files.
5. Some customers may have more than one vehicle for service; you
can always add new vehicle information to the account. Tap
Add
New Vehicle Information
, and then fill in the vehicle information.
Tap the
button to cancel.
6. Tap
Done
to save the account, or tap
Cancel
to exit without
saving.
To edit a customer account
1. Tap the
Shop Manager
application on the MaxiIM Job Menu.
2. Select
Customer Manager
.
3. Select a customer account by tapping the corresponding name
card. A Customer Information record displays.
4. Tap the
Edit
button on the top toolbar to start editing.
5. Tap on the input field to edit or amend information, and enter
updated information.
