Follow the steps below to complete this task in AcreConnect®.
Haven’t created a customer yet? Click HERE to learn how to add one. If you use QuickBooks® Online, click HERE to learn how to connect your QuickBooks® Online customer list to AcreConnect®.
Step 1 — Navigate to “Customers” From the Account Menu
[IMAGE: Navigate to “Customers” From the Account Menu]
Step 2 — Map View
View added customers in the list on the left or as dots on the map.
Selecting a customer from the list or clicking a map dot will open the customer quick-view card.
Tip: 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.
[IMAGE: Map View]
Step 3 — Editing Contact
Selecting the “View” link in the card will open the detailed contact information.
Note: If contacts were imported from QuickBooks® they are not editable.
To return to the customer list select the “Return to Customers” button in the bottom left.
📖 Discover More
Using Saved Customers In Work Orders
Start leveraging your customers' data directly in Work Orders. Click HERE to see how it works.
💡Tip
Need more help? Get support anytime from the chatbot in the bottom right-hand corner or contact support at [email protected] or by calling 319-201-3020 Ext.2
[IMAGE: Editing Contact]