Editing A Customer; Import And Export File - Canon Studio Solution User Manual

3. Enter the customer status. Select [Add Status] to create a new one.
4. Select [Add Family Member] if you want to associate relatives of the customer
with this account. Enter the relative information and select Add Family Member.
5. Select Save Customer.
You will be taken back to the customer list. Here you will find the customer's home
page, complete with all bookings, calls, notes, and orders. You will learn more about
these options later.
Note: Duplicate customers can be created. Make sure you enter all the pertinent
information (middle name, email address, etc.) to differentiate the customers.

Editing a Customer

Click on a customer's name to see the customer details. Select Edit Customer from the
bottom of the window to edit any customer information. Select Delete Customer to
remove them.

Import and Export File

Information from an external program, in either .csv or .txt format, can be imported in
the software. This can make the setup faster to complete.
Once the customer setup has been completed, you can export the data for backup
purposes. The file can also be used by other external programs as well.
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Setting Up: Your Studio