Organize Your Installment Plan Customers by Color
Managing a large customer base is good for business, but can be challenging to oversee. Therefore, Jarbas offers practical tools to help you manage your business efficiently. One such tool is the color classification of customers.
To assign a color to a customer, access the
Installment Plan menu and tap on the Customers tab.
Select the customer you wish to modify.
On the customer detail screen, tap the circle to
the right of the customer’s name.
Choose a color and then tap Select. If you
wish to remove a previously selected color, tap Clear.
Now, your customer has been categorized with the color you selected.
In the customer list, you can filter customers by
color. To do this, tap the circle to the left of the search magnifying glass.
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