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

From ISoft Wiki
Jump to navigationJump to search
Line 7: Line 7:
[[Image:ITrack-Chromium-Buttons.png|800px|left|thumb]]
[[Image:ITrack-Chromium-Buttons.png|800px|left|thumb]]


  On the '''Addresses''' tab, you can fill out the customers address and contact information</li>
  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.</li>
*(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.</li>
*(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</li>
*(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</li>
*(D) Clicking the '''Email''' button opens up your preferred email app and opens a new email addressed to the entered email address


==Additional Info Tab==
==Additional Info Tab==

Revision as of 12:21, 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

ITrack-Chromium-Buttons.png
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

Additional Info Tab

Attachments Tab

Financials Tab

Sales Tab

Payments Tab

Quotes Tab

Units & Service Tab