How can I add a Client Name to a Completed No Client Ticket?
If a ticket was completed with No Client selected, follow these simple steps to associate a client to the ticket:
- Go to the Completed Ticket
- On the top part of the receipt, there will be a magnifying glass icon next to "NO CLIENT"
- Click on the magnifying glass
- A client search window will appear
- Search by name, phone or email and select a client
The Client Card will update to include the Service History and Product History from the ticket. Reporting will update to use the Client Name.
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