eSoftPos Q & A

no. 7 How to setup customer and process call track? admin 2013/12/26
 How to setup Customer


1. Go to "File->Customer" 
Functionalities are explained on the screen below



2. Click "New" to add a customer
You will see the next screen
Fill up the information (phone no is required)
Click "Save" to save information

 

3. How to do call tracking:
Open the customer list by going to "File->Customer"
Type the phone no, name, or address in the Find section
Click "Show Detail" (or F2 Key) to bring up the detail window
Click "Call Track" to bring up the call track window