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Customer Record / Customer Options
The Customer Record Options procedure explains how to use the various features available with the Customer Options buttons. The main function of the Options button in the Customer Record is to manage the Accounts Receivable transactions for the ...
How to Send Customer Letters
The first step for sending letters or postcards to your customers is to create the letter you want to send or assign one of the pre-made ones. Here’s how: Click on Marketing Choose one of the options at the bottom of the marketing letters window that ...
How to Find the history of the Customer's Parts Counter Purchases
Click on Customers at the top left then Customer List This will drop down a list of your customers, type in the name of your customer. Once you see the customer's name, double click on it or edit. Customer Options (F2) / History You can view Labor ...
Customer Sources
In the Marketing section of MaxxTraxx Setups you can add and update your customer sources. These sources give you a way to track how new customers found you and also give them Parts and or Labor discounts. To find this section you will first navigate ...
How to Find Vehicle History
Click the Customer Search button (red car) Double click on the customer in the list From the customer record, highlight the vehicle Click the Vehicle Options button or right click the vehicle Click History from the dropdown list From this window you ...