How do I manage customers?

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?

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?

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

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?

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
Can I search any particular customer from the list?

Can I search any particular customer from the list?

Can I search for any particular customer from the list? Finding a particular customer among hundreds can be like searching a tiny needle in a haystack. MGR provides you with a powerful Search Filter just to address this need. Filtering … Continued
How do I add a new customer?

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 can I edit customer details?

How can I edit customer details?

Edit Customer Details Often there arises the need to update information pertaining to a customer. You can easily update a customer record in MGR. To do so, first head to Customers section. Filter a specific record, or select one from the list. Click on … Continued
How can I view all the history of any customer?

How can I view all the history of any customer?

How can I view all the history of any customer? To view details of a customer and their past orders, click on Edit icon against a customer record. You will be taken to the Customer CRM page for that particular customer.   The … Continued
How do I merge my customers?

How do I merge my customers?

We’ve added the ability to merge customers within our application! First, go to your main customer records page. Jonh Smith’s record was entered by mistake, and is actually meant to be listed as John Smith – so we’re going to … Continued