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
- From the New Order screen, add a customer into the ‘Customer’ field.
- Click the ‘i’ info icon to the right of the ‘Customer’ field to see the Customer Information popup window appear.
- On the Customer Information popup window, click the yellow star icon in the upper right of the window.
- 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.
- 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:
- From the New Order screen, click on the gold star icon to the right of the ‘Customer’ field.
- Your Favorites list will now show in a popup window.
- Click on the customer you would like to add to the order.
- 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.
- 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.
- This opens the Customer Information popup window. Click on the filled yellow gold star in the upper right of the window.
- 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.
- You can then click on the Close button to return to the order screen.