Mobile App: Customers

Overview#

The Customers module lets you look up a customer's details, contacts, addresses, account information and attachments from your phone or any browser, for example, before you visit or phone a customer. The information is read-only: customer records are added and edited in the desktop app.

The Customers – Access Allowed user setting controls whether you can open the module, and whether you see all customers or only those for which you are the rep.

💡These tutorials explain how to find a customer and view their information from the mobile app.

Tap means tap the screen, or left-click with your mouse if you use a computer.

How to Find a Customer#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. A list of customers appears.
   • Note: Depending on your Customers – Access Allowed setting, you see all customers or only those for which you are the rep.
4. Enter part of the company name, code, category, region, rep or status in the Search box.
5. The list shows only the matching customers.

How to View a Customer's Details#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. Tap the customer on the list.
4. The customer's details appear, split over these tabs:
   • Detail: The customer's general details, such as category, rep, VAT number, telephone and addresses.
   • Contacts: Each contact's name, position, telephone, mobile and email.
   • Street Address: The customer's addresses, with the default address marked (Default).
   • Accounting: Account details such as credit terms and limits, debit order bank details and default adjustments.
   • Attachments: Files and links attached to the customer.
5. Tap a tab to view its information.
   • Note: The Accounting tab only appears if the Customers Accounting – Access Allowed setting is checked for you.
6. Tap Close (button) to return to the list.

How to Open a Customer's Attachment#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. Tap the customer on the list.
4. Tap Attachments (tab).
5. Tap the attachment.
6. The file or link opens in a new browser tab.