60
NOTE
Required fields are noted.
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 an existing image.
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
○
x
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 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 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 MaxiSys Job Menu.
2. Select
Customer Manager
and select a customer account by tapping the
corresponding name card. A Customer Information sheet displays.
3. Tap the
Edit
button on the top toolbar to start editing.
4. Tap the
Delete Customer Information
button. A confirmation message
displays.
5. Tap
OK
to confirm the command, and the account is deleted. Tap
Cancel
to
cancel the request.
History Notes
Use the History Notes function to add audio and video records, text notes and photos for
the associated customer account.
To access History Notes
1. Tap the
Shop Manager
application on the MaxiSys Job Menu.
Содержание MAXISYS
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