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Overview

Customers option is used to keep track of information about organisations that are of interest to your business.

  • Some of the key information on customers include:
    • address
    • contact information
    • settings about how transactions for the card are used within Readysell.

      Note

      You can only view the customers information.

       

  • Customers can be either customers, suppliers, manufacturers, prospects or any combination of these , however, on the mobile app you will only see customers and prospects.
  • On the customers screen you will need to search for a card that exist on your Readysell. 
  • If your app is installed on your mobile phone
    • Click on the phone number will prompt to dial or save to your contacts. 
    • Click on the email address will open a new email from an email application installed on your device.

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Contacts

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  • A list of contacts related to the customer that have been added are displayed.
  • If you click on the contact additional information such as phone number, role, email are displayed.
    • Click on the phone number to store as a contact or call if your device is capable.
    • Click on the email address to compose/send email if you device is capable.
Customers Contact-Email-Address (Mobile App)

Addresses

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  • A list of address related to the customer that have been added are displayed.
  • If you click on the address the street address to get more details and direction to the address
    from your current location via the device GPS GPS if your device is capable. 
Customers Address-Direction GPS (Mobile App)