Full Product Manual

115
Customer Manager
Use the Customer Manager function to create and edit customer accounts
and correlate with the associated test vehicle history records.
 To create a customer account
1. Tap the Shop Manager application on the MaxiPRO Job Menu.
2. Select Customer Manager.
3. Tap the Add Account button. An empty information form displays,
tap each field to input the appropriate information.
NOTE
Required fields are noted.
4. Tap the photo frame beside the Name chart to add a photo. A sub
menu displays, select Take Photo to take a new photo for the
account, or select Choose Photo to choose from an existing image.
5. If a customer adds or changes vehicles, tap Add New Vehicle
Information, and input the vehicle information. Tap the button to
cancel.
6. Tap Done to save the account, or tap Cancel to exit without saving.
 To edit a customer account
1. Tap the Shop Manager application on the MaxiPRO Job Menu.
2. Select Customer Manager.
3. Select a customer account by tapping the corresponding name card.
A Customer Information sheet displays.
4. Tap the Edit button on the top toolbar to start editing.
5. Tap on the input field that needs to be altered or supplemented, and
enter updated information.
6. Tap Done to save the updated information, or tap Cancel to exit
without saving.
 To delete a customer account
1. Tap the Shop Manager application on the MaxiPRO Job Menu.
2. Select Customer Manager and select a customer account by
tapping the corresponding name card. A Customer Information
sheet displays.