Filter Customers

• My customers: These are customers where the primary sales person is the logon user.
• All active customers: All active customers on your system in Readysell. This is the default setting.
• My Prospects: These are prospect customers where the primary sales person is the logon user.
• All prospects: All prospect customers in your Readysell system.
• All customers and prospects: All prospect and customer
• Filter by card type: You can filter customers by Card Type e.g: BPAY, CASH, Gold etc. 
• Cancel: Takes you out of the filter section.

 Capture Image

• Allows you to capture a image (e.g: business card image) then attach the image to a card. 
  • The business card image is sent to the server and saved as a file attached to the new card.
• Allows you to take a photo and saved with the camera on the device. 
  • When you do a sync to Readysell the image can be located under Cards> Attachments tab.  

 Sync

• This will sync new customers from Readysell to the mobile.

Contacts

• 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.

Addresses

• 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.