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
How do I configure Customer Feedback Module

How do I configure Customer Feedback Module

We’re always on the lookout for ways that we can add value to users of MGR and today we’re happy to announce our new module called “Customer Feedback”. Gain valuable insight into your customers’ thoughts and experiences with your business? With MGR, … Continued
How to configure Employee Shift / Rota Planner?

How to configure Employee Shift / Rota Planner?

You’ve got better things to do than build your staff rota – but there’s no avoiding it! Sure, it’s easy enough to plan a staff rota if all your employees work nine-to-five, Monday to Friday – but you still need … Continued
How to send bulk email / newsletter to all my customers?

How to send bulk email / newsletter to all my customers?

To add a marketing campaign or to send bulk emails to all your customers go to “Add Marketing campaign” on “Dashboard” and then click on “Add Marketing Campaign”. A new page will appear on your screen. On that page set … Continued
Customer Purchases – Buyback – Refurb – Trade-In Module

Customer Purchases – Buyback – Refurb – Trade-In Module

Our buy-back module offers a comprehensive solution for purchasing and managing buy-backs. A simple process allows you to use an existing customer or create a new one, with a selection of ID mandatory before a transaction can be generated. You … Continued
Prepaid Credits – Prepaid Hours

Prepaid Credits – Prepaid Hours

Prepaid balance allows you to sell balance (which is equal to hours) to be applied on an invoice at a later date. It’s just like a subscription model, where your customers pay for your services monthly. Giving them credit balance … Continued
VOIP/PBX Call Handling

VOIP/PBX Call Handling

The PBX Caller ID Lookup Source supports Trixbox, FreePBX, Anveo, PIAF, Vonage, FusionPBX/FreeSwitch, RingCentral and 3CX. We have an API you can configure for your PBX to use your CRM as a “Caller ID Lookup Source”. You just configure the … Continued
How do I create customer groups and enable Third Party Billing?

How do I create customer groups and enable Third Party Billing?

The customer Group feature enables you to group similar customers. These are called customer groups. Within a customer group, you can assign specific discounts and prices for products. Examples of customer groups: B2B and Wholesale – Create different price lists … Continued