You can add customer contacts on the mobile device and they will automatically appear in the Back Office application.

To add a customer contact

  • On the Home screen, tap Customers, and then on the Customers screen, tap the appropriate customer.

  • In the actions list, tap Contacts, and then on the Contacts screen, tap Add.

  • On the Contact screen, enter contact details, and then tap Save.

Tip To see the newly added contact in the Back Office application, on the Company tab, click Clients, and then click the Contacts link for the appropriate client (customer).

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