How to find an old, old customer

The database has now been poulated with all the old customers. It means that you don’t have to type their contact details in again should they call back. ¬†Just type in ‘can:’ into the search bar followed by the name of the customer. See the video

canRemember this will bring up their account. They don’t have any orders badges to it in the system yet so if you want to do something with them again, you need to create a new order. See that here:

Adding an order from an account

Once you have found the account then just create a new order for it and then you can book in an estimate into the schedule. Simples.

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