You can add a new customer by doing the following steps:

  1. In the mobile application after starting your working hours open the menu by clicking on the three lines in the top left corner.

  2. Click on Customers.

  3. Click on "+" button in the top right corner.

Information you may need:

  • Customer's name: It refers to the customer's title. (Example: ABC Limited).

  • Customer's type: It refers to which category/type of customer the customer is.

  • Customer's department: Customer can be assigned to a department. This way, the customer can be linked to a user group. When a user and a customer is in the same department, users can edit the customer; if not they can't view the customer.

  • You can mark the customer's location on the map by clicking "Add Location" button in the location field in the Address Information section. Thus, your field team can easily reach the relevant customer via navigation in case of visiting the customer.

Adding a new customer through web's application

You can add a new customer by doing the following steps:

  1. From the menu in the left side click on Customers in the third row.

  2. Click on "+ New Customer" in the top right corner.

  3. Fill in the required fields then click on "Save".

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