Customers | MGR | Knowledge Base

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

Mark a Customer Deceased

Marking a Contact as Deceased and Ensuring No Further Communication In certain unfortunate circumstances, you may be informed that a contact has passed away. To respect the wishes of their family and to ensure no further communication is sent, it … Continued

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

Why Customers Cannot Be Deleted or Made Inactive in MGR

At MGR, customer data integrity and operational continuity are at the core of our platform’s design. As such, the system does not allow deletion or inactivation of customers once created. This article explains the reasons behind this decision, outlines possible … Continued

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

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?

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

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 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