ITrack/Chromium Customer Info Page

From ISoft Wiki
Jump to navigationJump to search
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