Customer Data Management

Easily store and manage customer details in MoversMate for efficient service and follow-ups.

Clinton Harrison

Last Update 3 months ago

1. Adding a New Customer
  1. Go to Customers and click Add New Customer.

  2. Enter customer name, contact details, and address.

  3. Save the information for future reference.

2. Editing Customer Details
  1. Select a customer from the list.

  2. Click Edit, update the necessary details, and save changes.

3. Searching for Customers
  • Use the Search Bar to find customers quickly.

  • Filter by name, email, or phone number.

4. Best Practices

✅ 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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