Tag: customer information

Customer Favorites Lists

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September 24, 2019

3:24 pm

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Checked for Accuracy, Features, Training

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Customer Favorites Lists have been added to ARCUS. The Favorites lists are associated with a user – so they are not shared throughout the branch but each user will have their own Favorites Lists.

Below you will find the instructions on adding a customer to your Favorites list, choosing a customer from your Favorites list, and removing a customer from your Favorites list.

*Note: Remember that you can enlarge any of the photos by clicking on it.

Add A Customer To Your Favorites List

  1. From the New Order screen, add a customer into the ‘Customer’ field.
  2. Click the ‘i’ info icon to the right of the ‘Customer’ field to see the Customer Information popup window appear.
  3. On the Customer Information popup window, click the yellow star icon in the upper right of the window.
  4. After you click the star, it will change to filled (or solid) and a green popup notification will appear showing that the customer was successfully added to the Favorites list.
  5. Click the ‘Close’ button to close the Customer Information window and return to the Order screen.

Select A Customer From Your Favorites List

To choose a customer from your Favorites list to use in your order, do the following steps:

  1. From the New Order screen, click on the gold star icon to the right of the ‘Customer’ field.
  2. Your Favorites list will now show in a popup window.
  3. Click on the customer you would like to add to the order.
  4. the customer you chose will now appear in the ‘Customer’ field of your order.

Remove A Customer From Your Favorites List

To remove a customer from your Favorites list, it’s following similar steps as you would when adding them to the list.

  1. On the Order screen, click on the ‘i’ icon to the right of the ‘Customer’ field after the customer has been added to the order.
  2. This opens the Customer Information popup window. Click on the filled yellow gold star in the upper right of the window.
  3. This will remove the customer from the Favorites list. A green notification box will appear that confirms that you have removed this customer from your Favorites list and the gold start will become unfilled again.
  4. You can then click on the Close button to return to the order screen.