Customer Management
Configure customer-related settings and defaults to streamline how you manage customer records, communications, and interactions in RAD Repairs.
Customer Management Settings Panel
The Customer Management Settings panel allows you to configure default customer settings and preferences
Overview
The Customer Management settings page allows you to configure defaults and preferences for customer records. Key features include:
- Required Fields - Define which customer fields are mandatory during creation
- Default Values - Set default values for new customer records
- Customer Types - Configure categories for residential, business, and other customer types
- Communication Preferences - Set default communication preferences for customers
- Data Validation - Configure validation rules for phone numbers, emails, and addresses
Note: Screenshots and detailed documentation coming soon. This page is currently a placeholder while we complete the full documentation.
Coming Soon
Detailed documentation for Customer Management settings is currently being developed. This will include:
- Configuring required customer fields
- Setting up customer type categories
- Managing duplicate detection settings
- Configuring customer portal access
- Default communication and notification settings
Need Help with Customer Management?
If you have questions about configuring customer settings or need assistance, our support team is here to help.
Contact Support