Customer Record Overview
Customer Record General Overview (3:48)
Video Outline
- 0:10 - The 3 Sections of the Customer Record
- 0:44 - How to Edit Information in a Section
- 1:10 - How Required Fields are Displayed
- 1:27 - Service Location Section
- 1:50 - How to View All Activity for the Customer at a Location
- 2:17 - Page Load & Default View Discussion
- 2:57 - How to View More Information in an Activity Table
- 3:24 - How to Change to Another Location for the Customer
- 3:33 - How to Add a New Location/Rental Property
Notes
- All information about the customer is stored within the Customer Record
Comments
0 comments
Please sign in to leave a comment.