This new feature makes booking jobs and repairs easier for repetitive cosumer or trade customers. With pinned customers, you can 'pin' your popular customers to the create document screen, reducing tedious time spent searching out the same customer names and reducing errors.
If you provide a fast turnaround service for walk-in customers, you can also set up a Cash sales (generic) customer account and 'pin' it for instant 'Click' and 'Go' check-ins.
Here's how it works
Click Create a new document from the board or use the Quick Launch Menu (Sidebar).
This opens the Create new document view.
Add or search for a customer.
From the customer-assigned panel, click the Star icon.
This will 'pin' the customer, so next time they are shown in the pinned customers panel.
How to remove a pinned customer
Open the create document screen.
Click the pinned customer button.
De-select the Star from the customer-assigned panel.
How to create a general Cash sales account for walk-in fast turnaround customers
Open the create document screen
Click Add new customer
Enter Cash Sale under first and last name
If you have a branch or facility address, enter that address
Set the TAX and payment status.
Click Create.
From the assigned panel, click on the Star to select.