Breadcrumbs

Adding a Customer'

  1. Tap the icon in the upper right corner of the app.

  2. The menu opens. Tap the Admin option.

  3. The Admin menu opens. Tap the Customers option.

  4. The Customers screen opens displaying all customers in the system. It also lists the number of contacts and projects associated with each customer. Tap the “+” to add a new customer.

  5. The Add Customer screen opens, prompting you for the following details:

    1. Customer Name: Enter the customer’s name. (This field is required).

    2. Address: Enter the address for the customer, including country, city, state/province/region and zip/postal code.

    3. Company Contact(s) Email Address: Enter an email address for the company contact, then tap the “+” to add additional email addresses. Tap the “x” next to the email address to remove company contacts.

  6. Once all necessary information has been entered, tap the  to continue or the  to cancel.