Customers | MGR | Knowledge Base

How do I manage customers?

How do I manage customers? Customers are the building blocks of any business. No customers, no business! If you are running a repair centre, we can safely assume that you would be catering to hundreds of customers. To record nitty-gritty … Continued

How to use my own URL for customer portal?

Understand the custom domain in the customer portal The domain is the string that is entered into the address bar and helps identify a source on the internet. An example of a domain name is https://www.google.com. By default, the customer … Continued

How to Import Multiple Customers in MGR?

How to Import Multiple Customers in MGR? Although you can individually add customers in MGR, it can be an extremely daunting task if your customer list is in hundreds or thousands. To facilitate you, we’ve added functionality which will allow … Continued

Setting up a Customer Credit account and Credit Limit

We have added “Credit Account/Limit” functionality which can be set against the individual customers. Credit Limits Are the threshold that a company (the creditor) will allow its customers to owe at any one time without having to go back and … Continued

How to Add Notes against Customers?

How to Add Notes against Customers? Almost every customer has a set of preferences or key information about them and noting them down or missing the details can make all the difference. To record and track this useful information about … Continued

Assets Manager

A customer asset is a piece of equipment/device that you maintain on behalf of the customer. The asset manager also allows you to track specific information about these equipment/devices, and track an ongoing work history and estimates generated. The following … Continued

What is a Customer Portal? How can I enable it for my customers?

What is a Customer Portal? A customer portal is a platform that allows customers to access and manage their account information, view and pay invoices, submit support requests, and access other services and information. It is a secure, self-service portal … Continued

How do I add a new customer?

Adding a New Customer in MGR To add a new customer simply head to Tickets/Customers section from the Dashboard and click on the Customers link. Click on the New Customer button on top. You will be taken to Add New Customer screen. Here you can enter … Continued

How to enable Partners/ Resellers and their Commission?

A reseller or partner commission is a form of incentive given to resellers or partners for their efforts in promoting and selling your products or services. This type of commission can take on many different forms but is generally based … Continued