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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 the
Delete Customer Information
button. A confirmation
message displays.
6. Tap
OK
to confirm the command, and the account is deleted. Tap
Cancel
to cancel the request.
History Notes
The History Notes function allows you to add audio and video records, text
notes and photos, to keep multi-media work logs for the associated customer
account, which can be very helpful when dealing with repeat customers.
Keeping notes for each vehicle serviced for each customer will keep you
always on track and well organized in business.
To access History Notes
1. Tap the
Shop Manager
application on the MaxiIM Job Menu.
2. Select
Customer Manager
or
Vehicle History
.
3. Select a customer account by tapping the corresponding name card.
A Customer Information sheet displays (if
Customer Manager
is
selected). Or, select a vehicle history record item to open the
Historical Test record sheet (if
Vehicle History
is selected).
4. Tap the
History Notes
button on the top bar. Now the History Notes
screen displays.
