How do I manage customers?
Customers are the building blocks of any business. No customers, no business! If you are running a cell phone repair center, we can safely assume that you would be catering to hundreds of customers. To record nitty-gritty details of your clients and manage them can be a cumbersome task.
But you need not to worry! RepairDesk provides a comprehensive module to manage your customers. You can keep a record of customer info, a summary of their transactions as well as paid or due amounts.
You can view the complete list of you customers from the Manage Customers section. Just click on the Customers tab at the top and select Manage Customers from the menu.
Once you've clicked on Manage Customers, you would be taken to the customer listing page. Here you can view your customers, listed in alphabetical order, along with important information such as Customer Name, Email, Phone number, number of tickets created for a particular customer, the amount associated with repair tickets and the customer group to which they belong.
Searching from a list of hundreds of customers can be a tedious task. To ease your search, RepairDesk provides you with a powerful Search Filter. The filter allows you to sort customers according to criteria such as Name, Email, Phone number or Organization to which they belong.
To know more about Search Filter, check out this article.
Add New Customer
You can add a new customer by simply clicking on the green button at the top. You will be redirected to Add New Customer section where you can fill in relevant details about a customer.
Learn about how to add a new customer from here.
Import/ Export Customers
Adding customer one by one can be a very time consuming affair. To save your time we've introduced the feature of Import/ Export Customers. With the help of this feature you can download a CSV list of all of your customers in just one click. Also, you can add multiple customers in a single go by importing a CSV list of your customers. RepairDesk will automatically create individual customer records for each row in the list.
A. Yes absolutely you can merge two customers profile in RepairDesk. To learn more about it, please have a walk through to this article.
2. Can I add custom fields against customers?
A. Yes you can. To learn more about it, please read through this article.