If you do not have a contact for the customer profile, you will need to utilize a work-around. Since the "First Name" and "Last Name" are required fields (*) when adding a new customer, you will need to input data (e.g., letters, symbols, etc.) in the field to satisfy the requirement:
For example, you can input "TBD" (To be determined) or use a dash (-) symbol in the "First Name" and "Last Name" fields. For more information about creating a new customer profile, please see the Add Customer page.
Within MobiWork you will be able to add up to three phone numbers for your customer's contacts. You can add these phone numbers in the titled fields for a contact's phone number:
For more information about using customer contacts, please see the Add Customer page.
MobiWork has a parent/child hierarchy feature where the child record is a sub-customer of the parent record. We also offer the option to set the parent customer as the "Bill-to" contact for invoicing:
If a customer has a parent/child hierarchy, then the View Customer pop-up window will have a new tab labeled "Sub Customer." In this tab all the sub-customers (i.e., Child accounts) will appear.
For more information about the customer hierarchy, please see the Add Customer page.
If you require additional tiers, please contact our Sales Team at Sales@mobiwork.com for more information.
MobiWork will alert you if the customer that you added is a duplicate customer. The image below displays the message you will receive:
However, to avoid running into this issue, you should perform a search before adding a new customer to confirm that no other variations exist.
For more information about adding customers, please see the Add Customer page.