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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 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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Customers Address-Direction GPS (Mobile App)
Detail ViewImageDescriptionVideo

Contacts

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titleShow me

  • 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
urlhttps://www.youtube.com/watch?v=1YbBnn8XTMU

Addresses

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titleShow me

  • 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. 
Widget Connector
urlhttps://www.youtube.com/watch?v=EZ5MJrC1UIU