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Create and Edit Repeat Pickups in CRM
Create and Edit Repeat Pickups in CRM
Rafael avatar
Written by Rafael
Updated over 2 years ago

1. You will need to find the relevant customer using the Search function, the Search page or the New Order Page.

2. Once you have found the customer you will need to click on Pickups

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3. You will then need to click 'Create Regular Pickup' and input the relevant details if adding in a new repeat pickup. If editing, click on the blue edit pencil icon.

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4. Once you have created it, it will appear in the customer CRM under 'Regular Pickups' alongside this it will also appear in the 'Delivery Printout' page.

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