Creating and Managing Customer Details

Customer

Creating and Managing Customer Details

Overview

The Customer Form allows you to efficiently add and manage customer details, including names, addresses, mobile numbers, and more. Located under the People tab, this form serves as a central hub for maintaining accurate customer information.

1. Add Customer Details

  1. Fill in the required information in the Customer Form, including:
    • Name: Enter the customer's name.
    • Address: Provide the customer's address details.
    • Mobile Number: Include the customer's contact number.
    • Add any additional relevant information.

2. View Customer Reports

  1. Access the Customers report to view a list of all registered customers.
  2. Update customer information as needed by editing the existing entry.
  3. Customize the view by filtering the report based on specific criteria such as name, address, or mobile number.


3. Booking Services for Customers

  1. In the Customer Report, click the Create Booking button to seamlessly book services for the selected customer.

Additional Tips

  • Ensure accurate details to maintain effective communication.
  • Utilize the Customer Report to have an overview of all registered customers.
  • Click the Create Booking button in the Customer Report to quickly schedule services for customers.

    • Related Articles

    • Estimates

      Creating and Managing Estimates Overview Estimates help you provide customers with a detailed breakdown of services, including customer details, service name, service date and it's related details. You can easily convert estimates into service ...
    • Service Booking

      Creating and Managing Service Bookings Overview The Service Booking Form enables you to seamlessly schedule services for customers. Accessible under the Bookings tab, you can create bookings, track them in the Service Booking Report, and perform ...
    • zGantt - Simple Gantt Chart for Zoho Creator

      Overview The Simple Gantt Chart extension helps the organization to effortlessly track task details on a visual timeline. With intuitive filtering capabilities, users can seamlessly switch between weekly, monthly, yearly, or custom date range views. ...
    • Sales Persons

      Managing Salespersons Overview The Sales People Form allows you to efficiently add and manage salesperson details, including names, contact information, roles, and commissions. Accessible under the People tab, this form serves as a centralized hub ...
    • Contractors and Technicians

      Managing Technicians and Contractors Details Overview The Technician Form allows you to efficiently add and manage details for both technicians and contractors. Technicians are personnel designated to perform services, while contractors are external ...