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entering customer information
Posted: Wed 29 Feb, 2012 6:32 pm
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
Re: entering customer information
Posted: Wed 29 Feb, 2012 7:23 pm
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.
Rolf
Re: entering customer information
Posted: Wed 29 Feb, 2012 8:47 pm
by JohnMcafee
Hi Michelle
To enter your customer data: -
- On main screen click Details
- Click New (+ sign)
- Enter customer data - Name, address, Phone no, etc
- Click OK
- 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.
Re: entering customer information
Posted: Wed 29 Feb, 2012 9:13 pm
by stcstc
can you import a bunch from a csv or something?
Re: entering customer information
Posted: Wed 29 Feb, 2012 10:20 pm
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.