Managing and Updating Customer and Email Information in ShopView
ShopView provides robust tools to manage and update customer information, including their profiles, email addresses, and contact details. Whether you need to edit existing details, add contacts, or customize email workflows, the steps below will guide you through the process.
Editing Customer Information
To update customer details in ShopView, you can take the following steps:
From the Customers Tab
Navigate to the Customers tab.
Select the customer you want to edit from the list or use the global search bar to find them.
Open the customer’s profile.
Click the Edit icon to make and save your changes.
From a Work Order
Open the relevant work order.
Click the customer’s name on the left-hand side to open their profile.
Select the Edit icon to update details and save the changes.
Managing Email Addresses
ShopView enables you to update a customer's email address or handle multiple email addresses for better communication.
Editing Email Addresses
Open the customer’s profile.
Locate the Contacts section.
Click the three-line icon (commonly called the "sandwich" icon) next to the contact information to edit it.
Update the email address and save changes.
Adding Multiple Email Addresses
To associate multiple email addresses with a single customer:
Create separate contacts under that customer in the Contacts section. Each contact can have a unique email address.
When sending invoices, you can select multiple contacts to receive the email or add additional email addresses manually at send time.
Additional Notes
Ensure all updates are saved before leaving the customer’s profile.
When managing invoices, carefully select appropriate contacts or manually specify additional email addresses to ensure proper delivery.
By following these steps, you can efficiently update and manage customer and email information, enabling seamless workflows and accurate record-keeping in ShopView.