Manage Customers (New)
RepairDesk's Manage Customers Module provides a user friendly experience and interface to efficiently manage the customers and their details.
Navigating to Manage Customers
To access the Manage Customers Module, follow these steps:
- Go to the 'Customer' section.
- Click on 'Manage Customer'
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Filters
The filter feature allows you to search and organize customers based on specific criteria. Follow these steps to utilize the filter:
- Click on the 'Filter' option.
- Choose the search filter criteria such as Name, Email, Phone Number, Customer Group and Organization.
- Save your search for future use by creating new filters or marking them as default.
- Pin or unpin filter section to show or hide filters respectively. This setting will work user wise i.e. each user can set their preference of showing or hiding the filters based on their needs.
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Column Customization
You can customize the columns on this listing based on your preference as well. Simply click on the gear icon on the right side of the table and select the columns you want to see or hide.
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FAQs
How can I enable Marketing Call Consent for my customers?
You can enable Marketing Call Consent by going to Store Settings → Customers → Customer Configuration.
Turn on the Marketing Call Consent option and enter your custom consent statement. Once enabled, the consent checkbox and statement will appear when creating or editing customers in the POS, New Ticket UI, and Customer Profile, allowing your staff to record each customer's approval.
The consent statement will also be printed on invoices and receipts for customers who provide consent.