Once you have added a customer to RepairQ, attaching their profile to any tickets you create for them is best practice. This allows you to keep a full history of tickets and any devices the customer has had repaired in your store.
This article will show you how to view a customer's ticket history and view their repair device history.
If you need assistance with other customer management features, check out these articles:
- Customer Search
- Creating a Customer Profile
- Managing Customer Profiles
- Adjusting Credit Balances
- Scheduling Appointments
Viewing a Customer's Ticket History
1. Users can quick-search for a customer or use the Navigation Bar to go to Customers -> View Customers.
2. On the Customer Overview page, you can search for customers by keyword or filter by category. If your search yields a single match, you will be taken to their profile page. On the list of results, locate your customer and click the Options button to expand a list of actions. Click View to go to their profile.
3. The Customer Profile page gives an overview of ticket counts and general information. On the left column, click Tickets to see a full history of the customer's linked tickets.
4. When viewing the Ticket History, you can click on the Ticket ID to go directly to that ticket. There are also additional columns that show you what item was purchased or repaired, the current status of the ticket, and when it was last updated. Under the Actions column, you will see available options to:
View the ticket
Edit the open ticket
Start a Return
Void a ticket
Viewing a Customer's Device History
When viewing a customer's profile page, you can click the Devices tab on the left column to see a history of all devices that have been repaired for this customer or traded in by them.
Note: Click the View button under Actions to see a history of which repair tickets this device was assigned to or click the red X button to delete a trade-in device from the list. Deleting this device does not delete the associated ticket from the history.
START 1.18.X MIG
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