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4 managing customers, Managing customers, Figure 7: manage customers screen – Kramer Electronics K-Touch User Manual

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K-touch Admin - Using K-touch Admin

11

The Distributor dropdown allows the dealer to register another level of dealers

under his dealership and will open the Dealers admin menus and options for him.

To allow the dealer to open more dealerships, choose Yes.

If this is an installer who does not resell credits, choose No.

The License Credit fields allow you to supply credit to this dealer. Available

Credits show unsold credits in the left box.

To add credits, enter in the right box the number of credits to add and click

Add, then click Save.

4.4

Managing Customers

To manage a customer, choose Manage > Customers. The Manage Customer

screen opens (

Figure 7

). From here you can add a customer, customer projects

and go to the Screen Builder with the Tablet Icon.

Figure 7: Manage Customers Screen

#

Feature

Function

1

Search bar

Enter a name to search for a specific customer

2

+ icon

Click to add a new customer

3

Pen icon

Click to edit the customer information

4

$ icon

Click to allocate licenses to this project

5

Tablet icon

Click to open the screen builder to create/edit this
project. This is the best way to access the screen
builder