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Home > Customers > Platinum - Head Office Customers Overview
Platinum - Head Office Customers Overview
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The customers tab is very similar to the layout of the customers tab in a normal branch. 

 

 

1. You have the list of customers that can be ordered by any of the columns 'Customer', 'Mobile' or 'Phone Number'.

 

 

2. There are also 4 icons next to each customer that you can use:

 

Pen icon - Takes you to the customer to be edited

 

Car icon - Takes you to a screen to create a new vehicle

 

Speech bubble icon - Gives you the option to send an SMS message to this customer

 

Mail icon - Gives you the option to send an Email to this customer

 

 

3. You can look at inactive customers by switching the 'Active' toggle:

 

 

 

4. You can add new customers by pressing the 'plus' icon on the top right:

 

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