How do I get started with the menu item Customers?
This article will help you get started using the menu item Customers.
You will find information on how customers are created, deleted and edited, as well as the functions you can access from the customer list. You will also learn how to set up notifications for customers, and how to restore deleted customers. Additionally, you will see how employees can find data that has been added to customers, e.g. files or hyperlinks, by the administrator or a supervisor.
Get started with the menu item Customers:
Customer list
Get a quick overview of how you can easily manage your customers - from creating them to deleting them:
Each customer has a list of functions associated with them, which allows you to easily access information such as keys, notifications, or how to send them a message. The user guide below explains the different features.
If you, as an administrator or a supervisor, need to find a specific customer, you can use the search field or limit the view in the customer list:
The following user guide explains how to extract data from CleanManager, i.e. as an Excel file or a printout. You will learn about your options as the administrator or a supervisor:
Notifications
Notifications can help you remember when a customer's contract needs to be renewed, among other things. In the system, you can also get an overview of all triggered notifications:
Archive
Deleted customers are moved to the archive, but they can be restored by the administrator or a supervisor:
Employees - Workplaces
As an employee with access to CleanManager, you can view information about the workplaces you are assigned to:
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