Customer Call-List

Customer Call-List

Customer call list report shows contact information for all customers that have been entered into the POS.

  • Reports >>Customer >> Call list
  1. Select date by Quick date or Start and End
  2. You can view by customers or employees
  3. Filter by birthday (Optional), Is new customer (Optional) and Show Deleted (Optional)
  4. Click ‘Go’
  5. Customer list should appear in ascending order

Call_list.png

 

    • Related Articles

    • Form Customization - Customer/Employee

      The Customize customer/employee fields page allows the user to customize the fields within the Employee, Customer, or Secondary Contact (Salon only) profiles. This page also allows you to make changes such as fields being mandatory or shown to ...
    • Customer Display Ad

      Before you can use the Customer Display to display your ads, you need to start setting it up in your back office. Please note: The customer display is controlled by the corporate/main account. Customer Display Info In your Back Office, please go to ...
    • Booking - Wait list

      In this training, you will learn how to put the customer on the waiting list Booking Click ‘+’ icon Select ‘Wait-list’ 4.Select start date, end date, and service provider 5.Select category and the service 6.Find existing customer or add new customer ...
    • Merge Customer

      Merge cannot be undone This article will show you how to merge a customer using 3 different ways at the back office as an administrator. Customer Check Box two Duplicate Customers Select Batch Actions Merge Newest to oldest & Oldest to newest 4. ...
    • Tax exempt customer setup

      In this article you will learn how to setup Tax exempt customers in Franpos. Please follow the steps below and modify them to your situation: 1. Create or modify existing Lead Source/Group here: Back Office >> Settings >> Lead source/groups ( ...