We are forever working and making Pepper a better application and today we would like to let you know about a few new updates.
This update is about the changes we have made in the area for creating and editing a customer.
The first change is that we have now separated the Customer create, into 4 easy steps. In the first step, you must enter the Advertising Source and also some basic contact details. We will check these details against your existing database and if there is a match, then we will let you know that you are duplicating the information and that there is already a record with that name, number or email. For this reason it is important that you always enter the phone and mobile numbers without spaces, dots or other characters in between the numbers. The next three screens are simple, Add Company details, Directions and bank details if you need to charge the client by direct debiting.
The next change is the editing page. If you are on a customer overview page, the edit customer button used to be on the top right of your screen. This button moved to the ‘quick info’ box. The button will now open up a popup to edit the customer details. Also note that the visual map icon has moved to the top right hand corner of the “Quick Info” box. Click on the location icon and you will be able to view and edit the location.
After editing the customer details you can either save or discard the changes:
Other than that, we’ve made a small change to the customer location system. You can now enable, disable, edit and show the customer location on a map with the following button: