GEM-CAR FAQ

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What to do when the client code is too long?

Problem  If your client code is very long (e.g., 18668771122), it is probably because the full phone number has been used as the client code, including the 1-866. This can make searches or printouts less readable.  

 

Solution  

1. Go to the menu on the left and click Configurations > Configurations.  

 

Then select the Options tab and check the “Automatically generate codes in clients” option.

This will allow the system to automatically generate a shorter client code when creating new clients.

Then click on the green Save button.

 

2. Change the codes manually

Click Clients > Clients. Search for the clients whose codes you want to change.

Select them, change the code, and click Save.

 

Other articles on the subject:

Creating a New Client 

Adding a Group Discount to a Client's File 

How to Handle a Customer's Bad Debts 

 

Posted  2 months  ago by  Bianca da Silveira De Amorim
#2555 110 views Edited  2 months  ago

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