Mobile App Customers Tutorials

💡These tutorials explain how to find, add and edit customers in the Mobile App, call, email or message them, and add their addresses, contacts, attributes, notes and images.

Customers#

How to Find and Open a Customer#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Search companies or contacts… = Enter part of the customer’s name (optional).
4. Tap the customer to open their record.
5. Tap a tab (e.g. Addresses) to see that information.

How to Add a Customer#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap + (button) at the bottom right.
4. Complete the details as follows:
   • Company Name = Enter the customer’s name.
   • Language = Select the customer’s language (English by default).
   • Fill in any of the other fields (e.g. Telephone, Email, Categories).
5. Tap Add (button). The new customer’s record opens.

How to Edit a Customer’s Information#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the pencil icon (Edit Information) at the top of the record.
5. Change any of the fields. The status cannot be changed here.
6. Tap Save (button).

How to Phone or Email a Customer#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap one of these:
   • The telephone icon at the top of the record, or next to Telephone or Mobile on the Information tab, to call the customer. Your device’s phone app opens with the number filled in.
   • The envelope icon, to email the customer. Your email app opens a new email.
   • On the Employees tab, Call Contact or Email Contact next to a person, to call or email that person.

How to Message a Customer#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap one of these:
   • On the Information tab, Open WhatsApp (button) next to the WhatsApp ID, to message the customer.
   • On the Employees tab, Open WhatsApp (button) next to a person, to message that person.
5. Accept any prompt to open the app. A chat with the customer or person opens, ready for you to enter a message.

Addresses#

How to Add an Address#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Addresses tab.
5. Tap + (button).
6. Fill in the address (Description, Line1, Line2, City, State/Province, Code, Country). For description, city, state, code and country, select an entry from the dropdown list or enter a new one.
7. Tap Add (button).

How to Edit an Address#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Addresses tab.
5. Tap Edit Address (button) next to the address.
6. Change any of the fields.
7. Tap Save (button).

How to Open an Address in Google Maps#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Addresses tab.
5. Tap Open in Google Maps (button) next to the address. Google Maps opens in a new tab and searches for the address.

Contacts#

How to Add a Contact Person#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Employees tab.
5. Tap + (button) and select Add Contact.
6. Complete the details as follows:
   • Forenames = Enter the person’s first names.
   • Surname = Enter the person’s surname.
   • Name = Tap FS (button) to fill in the full name from the forenames and surname, or enter it.
   • Fill in any of the other fields (e.g. Position, Email, Mobile).
7. Tap Add (button).

How to Link an Existing Contact#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Employees tab.
5. Tap + (button) and select Select Contact.
6. Search = Enter part of the person’s name.
7. Tap the person. They are added to the Employees tab.

How to Edit a Contact Person#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Employees tab.
5. Tap Edit Contact (button) next to the person.
6. Change any of the fields.
7. Tap Save (button).

Attributes#

How to Add an Attribute#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Attributes tab.
5. Tap + (button).
6. Tap the attribute type. Enter part of its name in Search to find it. A type the customer already has, and that can be added only once, is greyed out.
7. Fill in the fields.
8. Tap Save (button).

How to Edit an Attribute#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Attributes tab.
5. Tap Edit Attribute (button) on the attribute group’s card.
6. Change any of the fields.
7. Tap Save (button).

How to Remove an Attribute#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Attributes tab.
5. Tap Remove Attribute (button) on the attribute group’s card.
6. Tap Yes (button) to confirm.

Notes and Images#

How to Add a Note#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Notes tab.
5. Tap + (button).
6. Complete the details as follows:
   • Reference = Enter a reference for the note.
   • Note = Enter the note.
7. Tap Add (button).

How to Edit a Note#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Notes tab.
5. Tap Edit Note (button) next to the note.
6. Note = Change the text of the note. The reference cannot be changed.
7. Tap Save (button).

How to Add an Image#

1. Log in to the Mobile App.
2. Tap the Customers tile.
3. Tap the customer. Enter part of the name in the search box to find the customer quickly.
4. Tap the Attachments tab.
5. Tap + (button). If the app asks for permission to use your camera, allow it.
6. Do one of these:
   • Point the camera and tap the shutter button (Capture) to take a photo. Tap Flip Camera to switch between the front and back cameras.
   • Tap Choose from Gallery and select an image on your device.
7. Description = Enter a description of the image.
8. Tap Save (button). Tap Retake (button) instead to take or choose another image.