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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, for the associated customer account, helpful when dealing
with repeat customers. The note-keeping function is a good method to
organize customer and vehicle data. This option will display once a customer
record is filed.
To access History Notes
1. Tap the Shop Manager application on the MaxiIM Job Menu.
2. Select Customer Manager or Vehicle History.
3. Select a customer account by tapping the corresponding name card.
A Customer Information sheet displays (if Customer Manager is
selected). Or, select a vehicle history record to open the Historical
vehicle record (if Vehicle History is selected).
4. Tap the History Notes button on the top bar. The History Notes
screen displays.
1. Functional Buttons – navigation and function controls.
Figure 12-4 Sample History Notes Screen
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