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:
- 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 the device is capable/enable :
- 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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Detail View | Image | Description | Video |
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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 dial if your device is capable/enable.
- Click on the email address to compose/send email if you device is capable/enable.
| Widget Connector |
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url | https://www.youtube.com/watch?v=1YbBnn8XTMU |
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Addresses | Expand |
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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 GPS if your device is capable/enable.
| Customers Address-Direction GPS (Mobile App) | Widget Connector |
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url | https://www.youtube.com/watch?v=EZ5MJrC1UIU |
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