Geelus is designed for performance and rapid data entry. Therefore there is no explicit window to add a new customer and it’s done through “Add New Order” process. So automatically, when the customer is not in the system, it will be added as a new customer.
For one by one customer ONLY entry, follow these steps:
- On the home page, type customer phone number in the top search box. As you type, the system narrows down the results to avoid repeat entry.
- Once entering the phone number finished, hit “Enter” button on your keyboard.
- Type client name.
- If you wish to also add customer address and other information, click more button:
- Click “Save” button.
Note: if you have your customer list on another software application and would like to import into Geelus, please contact us and we will take care of the import free of charge.
