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3. Tap the Edit button on the top toolbar.
4. Tap on each field to input the appropriate information.
5. Tap Done to save the updated workshop information sheet, or tap
Cancel to exit without saving.
9.3 Customer Manager
The Customer Manager function allows you to create and edit customer
accounts. It helps you to save and organize all customer information accounts
that are correlated with the associated test vehicle history records, which is a
great support for the arrangement of daily workshop business.
To create a customer account
1. Tap the Shop Manager application on the MaxiCOM 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 to be
correlated. Tap Add New Vehicle Information, and then 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 MaxiCOM 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 on the input field where needs to be altered or supplemented,
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