The EZRentOut team rolled out some exciting new features and enhancements in the past few months. As part of our commitment to enabling seamless individual and B2B customer management, new enhancements enable you to easily convert individual customers into business customers and navigate between them. In other updates, you can create time-specific custom reports and stay updated on important dates.
Read the full notes for more details:
Seamlessly convert Individual Customers into Business Contacts
Individual customers who are engaged with businesses can now be easily migrated into the EZRentOut B2B Customer Management module. During migration, all previous orders, payment details, and addresses associated with the customer are automatically transferred over to the newly created Business Contact.
Smoothly navigate between Individual and Business customers
With the recent updates to the Customers listing page, you can easily navigate between Individual and Business customers. Save time and apply filters to segregate and view all Business contacts at once.
Create time-specific custom reports to show current trends
Stay on top of important business dates and select time-specific columns in custom reports. Run reports on how many Items were checked-in or purchased over a given time, months, or even years.
Import Items to Order details page via Excel CSV file
Conveniently add Assets, Asset stocks, and Inventory by importing an Excel CSV file directly to your Order details page. This eliminates the need to search and add these Items individually. Map spreadsheet columns, preview, and the system automatically populates your Orders by adding the required Items from within the system.
That’s all for now folks! For more assistance on our rental management software, reach out to us at support@ezo.io.
