Customers

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.
  
  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.

Show me

Icon	Options	Description
Filter Customers	Show me	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.

Detail View	Image	Description	Video
Contacts	Show 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.
Addresses	Show 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.