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4. Tap the
□
+ photo frame beside the Name chart to add a photo. A
sub menu displays, select Take Photo to take a new photo for the
account, or select Choose Photo to choose an existing image.
5. Some customers may have more than one vehicle for service; you
can always add new vehicle information to the account. . Tap Add
New Vehicle Information, and fill in the vehicle information. Tap
the x
○
button to cancel adding.
6. Tap Done to save the account, or tap Cancel to exit without saving.
To edit a customer account
1. Tap the Shop Manager application on the MaxiCheck Job Menu.
2. Select Customer Manager.
3. Select a customer account by tapping the corresponding name
card. The customer Information sheet displays.
4. Tap the Edit button on the top toolbar to start editing.
5. Tap on the input field that needs to be altered or supplemented,
and enter updated information.
6. Tap Done to save the updated information, or tap Cancel to exit
without saving.
To delete a customer account
1. Tap the Shop Manager application on the MaxiCheck Job Menu.
2. Select Customer Manager.
3. Select a customer account by tapping the corresponding name
card. A Customer Information sheet displays.
4. Tap the Edit button on the top toolbar to start editing.
5. Tap the Delete Customer Information button. A confirmation
message displays.
6. Tap OK to confirm the command, and the account is deleted. Tap
Cancel to cancel the request.
History Notes
The History Notes function allows you to add audio and video records, text
notes and photos, to keep multi-media work logs for the associated
customer account that can be very helpful when dealing with repeat
customers.
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