Search for Client¶
Click on: Clients->Clients List
In the input area you can search by:
- name/Client's first name
- email address
- telephone number
- Client's ID
- company's name
How to search by name+client's first name:
For every customer obtained on the search you can Add order or placed See Orders
Once the client is identified, click on the name and the file containing the tabs will open (see #2 from printscreen):
- Personal Information
- Addresses
- Companies
- Orders
- Messages
- Maintenance
- Level of satisfaction
- Phone Calls
- Loyalty points
- History
If you want to modify * Personal data , add * Delivery addresses *, * Companies * see also *Modify Clients Information
Also from here you can add: * Order *, * Maintenance entry *, * Ticket * or * Delete * (only marked deleted, not deleted from the database), * Reset password * (see *! # 1 * from printscreen)
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