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- YCLIENTS
- Настройки YCLIENTS
- Работа с журналом
- Запись посетителей на один номер телефона
Запись посетителей на один номер телефона
Вы можете учесть посещение другого человека, например, ребенка, даже если у него нет своего номера телефона. Для этого запишите его на номер телефона родителя и укажите имя ребенка в окне записи.
Как это сделать?
1. Перейдите в журнале записи в окно визита.
2. Нажмите «Записывает другого посетителя» и введите имя посетителя.
3. После посетитель появится в карточке клиента в клиентской базе и окне визита. Позже вы сможете записать этого же посетителя повторно.
4. Если посетитель добавлен в визит, слева в окне визита появится новый блок «Посетитель».
В этом блоке можно отредактировать его данные и просмотреть историю посещений.
Важно
- На текущий момент удалить посетителя из карточки клиента нельзя.
- Посетителя можно добавить в групповое событие. Подробнее об этом читайте здесь.