- While in an open ticket, touch “check options” and then “Assign Customer ID”.
- Type in EITHER the customer’s name OR phone number (phone number is best).
- On the left will populate existing customers with matching criteria. If there are no customers on the left with matching criteria, touch the green “Add” button. ALWAYS attempt to find the customer in the system before adding a new one.
- Touch the various fields to populate information. As you touch each field, a keyboard will pop up allowing you to type info. Make sure you enter at least a first name, last name, and 10 digit phone number.
Updated on February 11, 2018