User Guide

Customers

To view a list of your organization's customers, select Contact Management->Customers

Select 'Contact Management->Customers to see a list of Customers. Tap the + icon to add a Customer. Tap on a Customer to edit or delete it.

Tap the Search icon on the list view to search for Customers.

To view a list of all customer locations, tap Locations To view a list of all customer contacts, tap Contacts

Restrict Customer Record Access

Customers can be restricted to specified employees.

Customers which have been restricted are not available for the user to choose when making a selection, for example when starting a Task or scheduling a Shift.