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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 to be
correlated. Tap
Add New Vehicle Information
, and then fill in the
vehicle information. Tap the button to cancel adding.
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 sheet displays.
4. Tap the
Edit
button on the top toolbar to start editing.
5. Tap on the input field where needs to be altered or supplemented,
and enter updated information.
6. Tap
Done
to save the updated information, or tap
Cancel
to exit
without saving.
To delete a customer account
1. Tap the
Shop Manager
application on the MaxiIM Job Menu.
