Customer Detail Enhancements

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2022 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.)
Exatouch makes it easy to capture and manage customer information for optimal order and account management. With recent customer detail enhancements, you can further refine customer records to ensure all accounts are as current, thorough, and accurate as possible.

Add Multiple Customer Addresses

For customers who have multiple addresses, you can now add more than one delivery address under the account. This is particularly useful for customers who place delivery orders for different locations, such as residential and business addresses. This saves time on data entry when taking an order and eliminates the need to maintain multiple records for one customer.

Delivery addresses may be managed directly from the customer record in the Customer Details module or from within the register. Users also have the ability to modify delivery addresses and instructions during the order process.

Add, Edit, and Delete Customer Notes

Easily log and manage multiple customer notes directly within a customer record to help expedite service, personalize the check out experience, and increase consistency. With a new security setting in the Security module, you can set access and maintenance controls to allow specific users to add, revise, and delete customer notes.