Difference between revisions of "ITrack/Chromium Customer Info Page"

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==Additional Info Tab==
==Additional Info Tab==
[[Image:ITrack-Chromium Additional Info tab.PNG|text-bottom|none|thumb|800px]]


==Attachments Tab==
==Attachments Tab==

Revision as of 12:43, 22 May 2020

ITrack-Chromium-Customer Address Scrn.PNG

The Customer information page is where you can create new customers and edit existing ones.

Addresses Tab

On the Addresses tab, you can fill out the customers address and contact information.
  • (A) After filling out all the info, click the create customer button to add the customer to your database.
  • (B) You can click the Map button to see the address on google maps.
  • (C) You can click the Call button to call the number entered.
  • (D) Clicking the Email button opens up your preferred email app and opens a new email addressed to the entered email address.
  • (E) If the shipping address is the same as the billing address for your customer, simply check the match billing box to copy the info over.


ITrack-Chromium-Buttons.png

Additional Info Tab

ITrack-Chromium Additional Info tab.PNG


Attachments Tab

Financials Tab

Sales Tab

Payments Tab

Quotes Tab

Units & Service Tab