Managing customer records 'layer'
Handling customers data (including collecting signatures) is an important sub-layer in the BRM system. It has many facets. The 'data' t...
Mon, 7 Dec, 2020 at 5:33 PM
Finding a Customer's Reservations
Press the button in the view column to find the Reservations for a given customer: See Also Using an Customer to create a new reservation
Thu, 4 Jun, 2020 at 2:02 AM
Customers List Panel
your Customers page lets you search for existing customers. Press Search to find customers. Leaving the field blank will do a wildcard search. Enter a...
Thu, 4 Jun, 2020 at 1:55 AM
Using a Customer (from list panel) to create a new Reservation
If you find a customer you want to create a new reservation for then press the create button But be aware that you don't need to be on the Cust...
Thu, 4 Jun, 2020 at 2:07 AM
Postcode Lookup with Loqate
You can automatically look up postcodes (zip codes) using a third party system called Loqate (formerly PCA) To do this first of all you need to create an a...
Wed, 6 Apr, 2022 at 4:31 PM
Exporting your data (Customers)
Exporting your data (Customers) Note:This feature is only available for admin users You can export your client data in the following ways: go to ...
Tue, 8 Sep, 2020 at 3:14 PM
Removing customers
To remove a customer, you first need to load the Customer Detail Popup of the customer you wish to remove.  At the bottom of the detail popup, click the...
Fri, 20 Aug, 2021 at 2:51 PM
Customer Detail Popup
The customer detail popup is where you can view and edit customer information.  There are two routes to get to it, via the Customer List Panel or via ...
Wed, 25 Nov, 2020 at 6:19 PM
GDPR and BRM (European Union)
The General Data Protection Regulation (EU) (GDPR) is a regulation in EU law on data protection and privacy in the European Union (EU) and the European Econ...
Wed, 3 Apr, 2024 at 6:24 PM
Linking reservations to client / customer records
Linking reservations to client records When you make a reservation you are going to want to link it to a customer record. We say linking because they rea...
Wed, 18 Nov, 2020 at 5:41 PM