entering customer information

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michelle
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entering customer information

Post by michelle »

Hello
having upgraded from bbest I would now like to put all my previouse customer info into the customer data base. Is this possible without printing Dockets for each job? sorry if this info is out there somwhere but I have looked hard :head:
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Re: entering customer information

Post by birdman »

Hi Michelle, I'm sure if there is a way to do it then John McAfee would be the man to speak to. Give him a call at work on 028 9024 7878 or send him a pm via the forum.

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Re: entering customer information

Post by JohnMcafee »

Hi Michelle
To enter your customer data: -
  1. On main screen click Details
  2. Click New (+ sign)
  3. Enter customer data - Name, address, Phone no, etc
  4. Click OK
  5. To enter another customer go to step 2
To find a previous customer - enter their name into the Find box or click Prev or Next buttons.

To edit a customer's data - first ckick the Edit button.
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stcstc

Re: entering customer information

Post by stcstc »

can you import a bunch from a csv or something?
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Re: entering customer information

Post by JohnMcafee »

Thanks for reminding me stcstc, I should have mentioned that.

If you already have the data in CSV, Excel, Access, dBase, SQL, plain text, or some other file format please let me know.
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