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NOTE
The items that must be filled are indicated as required fields.
4. Tap the photo frame 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
Shop Manager
on the MaxiSys Job Menu.
2. Select
Customer Manager
.
3. Select a customer account by tapping the corresponding name card. A
Customer Information sheet displays.
4. Tap
Edit
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
Shop Manager
on the MaxiSys Job Menu.
2. Select
Customer Manager
.
3. Select a customer account by tapping the corresponding name card. A
Customer Information sheet displays.
4. Tap
Edit
on the top toolbar to start editing.
5. Tap
Delete Customer Information
. 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
Shop Manager
on the MaxiSys Job Menu.
