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To create a customer account
1. Tap the Shop Manager application on the MaxiSys Job Menu.
2. Select Customer Manager.
3. Tap the Add Account button. An empty information form displays, tap
each field to input the appropriate information.
NOTE
The items that must be filled are indicated as required fields.
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 from the existing files.
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 then fill in the vehicle information. Tap the
button to cancel.
6. Tap Done to save the account, or tap Cancel to exit without saving.
To edit a customer account
1. Tap Shop Manager on the MaxiSys Job Menu.
2. Select Customer Manager.
3. Select a customer account by tapping the corresponding name card. A
Customer Information record displays.
4. Tap Edit on the top toolbar to start editing.
5. Tap on the input field to edit or amend information, 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 Shop Manager on the MaxiSys Job Menu.
2. Select Customer Manager.
3. Select a customer account by tapping the corresponding name card. A
Customer Information record displays.
4. Tap Edit on the top toolbar to start editing.
5. Tap Delete Customer Information. A confirmation message displays.
6. Tap OK to confirm the command, and the account is deleted. Tap Cancel
to cancel the request.
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