Customers

Adding customers to GA4 is very straight forward and can be entered in many ways depending on what you are doing at the time, such as;

• Customers > New Customer
• Documentation > Enter A Customer
• Calendar > New Appointment > New Customer
• Vehicles > Select Owner > New Customer 

From any one of these methods allows you to then enter your customer details with as little or as much of the information you have, like;

• Name
• Address
• Contact Numbers and Emails
• Specific Rates
• Alternative Delivery Address
• Add A Vehicle ( See article - Vehicles for more information )
• Add Attachments

Customer Statements 

If you need to send your customers a statement or duplicate invoices you can do so from the customer record then;

• Statements
• Choose Type
• Enter a Date Range
• Select the method or Duplicate Invoices

Customer History

When you open a specific customer, as well as seeing all their contact information you will also see that customers history;

• Issued Documents
• Other Documents
• Appointments
• Vehicles
• Communications Activity

Miscellaneous Information

You can manage you customers easily within GA4 all from one convenient place, as well as above there are a few other things you can do when you view your customer details;

• Print Correspondence - Select a vehicle & Template - Then Print
• Send Emails - Select a template or write your own message with or without attachments
• Send SMS - Select a template or write your own message
• Manage Attachments - Add / Remove - Images / PDF's / Documents
• Locate your customer via Google Maps
• Print Your Customers Details
• Add New Vehicles
• Add New Documents
• Manage Receipts ( Account Held Customers ONLY )
• Delete Your Customer