The customer module in Zuper is designed to streamline the management of customer information. It allows you to efficiently handle customer details, facilitating easy communication via email or phone and providing quick access to service addresses. This module is essential for keeping track of customer interactions and ensuring accurate records.
In this article, you will learn how to navigate the customer listing and the details pages. We'll cover how to view and search for customers, apply filters, and sort data, as well as how to add notes and manage customer-related activities. Whether you are using the mobile or tablet version, this article will help you make the most of Zuper's features to enhance your customer management process.
Mobile:
Photo:
Click the Notes icon from the quick actions bar. By default, you'll land in the Photos section. Capture a photo using the camera in 0.6x or 1.0x size (multi-capture is allowed).
Videos:
To capture a video, switch to video mode in the Notes section and proceed to record a video.
Audio:
Record and upload audio directly to the note. You can retake the recording or save it once you're satisfied.
Upload or attach relevant documents from your device.
Use the text option to enter or edit text within the note.
Capture and upload digital versions of physical documents using the Scan option. You can also crop the edges after scanning, if needed.
Additionally, you can upload photos, videos, documents, and more from your device using the “Attachments” section. You can also associate notes with other modules using the “+” icon under Associated with.
After adding the content, click the “Submit” button to finalize the note.