Select “Customers” from the Account Menu.
2. Customers added to the organization can be viewed here. All customers will be displayed in the list on the left of the screen and the dots on the map represent each individual customer.
3. Selecting a customer from the list or clicking a map dot will open the customer quick-view card.
*If using a mobile device:
The phone button will initiate a call to the contact phone number.
The email will open the default email client to create an email to the email listed on the contact.
The maps button will open Google Maps on the mobile device.
4. Selecting the “Edit” link in the card will open the detailed contact information.
Note: If contacts were imported from QuickBooks® they are not editable.
5. To return to the customer list select the “Return to Customers” button in the bottom left.