First of all.
1. Open the Customers Functionality. Click on “Add”.
2. A tab will open where you can fill in all the fields you need:
3. You can link your new customer to specific appointments or jobs, tasks and sales. In each of these sections you will have all the information at hand.
Don't forget to click on “Save”.
Remember:
Assign managers to these customers in the “Additional information” section, add attachments, whether they are photos, documents or comments, so that your team is informed at all times.
The more fields you fill in, the more information you will have about your customers and the faster you will be able to find them from the “General Search” or by using the “Filter”.
Personalized fields
You have the option to create specific “Custom Fields” for your “Customers”. Click here to learn how to create them!