Functions: Administrative Tasks

Administrative Tasks

NexGen’s Administrative Tasks feature allows you to view customer information, invoices and history.

Customer Search

NexGen’s Customer Search function allows you to search through the entire customer database for a particular customer, using either the name or phone number. Note that the Customer Name is one text field, so it will include both first and last name. The trick here is knowing that the technician who typed in the customer name, may not have typed it correctly (i.e., first name then last name, one of the names misspelled, both names misspelled, only the last name, etc). If an initial query yields no results, broaden the query by typing in only one of the names, or even a portion of the first or last name. The system will then list all customers who match the criteria as in the example below.

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Invoice Search

The Invoice Search function allows you to reprint any invoice from any store. However, you must know both the store and invoice number. For example, Store #3, Invoice #432 would be invoice number 3-432. If you don’t know the invoice number, use the Customer Search function to find the invoice by customer name.

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