Customer Data Management
Easily store and manage customer details in MoversMate for efficient service and follow-ups.
Clinton Harrison
Last Update 3 months ago
Go to Customers and click Add New Customer.
Enter customer name, contact details, and address.
Save the information for future reference.
Select a customer from the list.
Click Edit, update the necessary details, and save changes.
Use the Search Bar to find customers quickly.
Filter by name, email, or phone number.
✅ Keep customer details updated for accurate records. ✅ Use search and filters to find information faster. ✅ Store notes on customer preferences for personalized service.
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