To update an existing customer through the mobile device, you will first need to access the Customer feature. For more information on how to access this feature, please see the View Customer on Device page.
On the View Customer page, press on the Actions Panel tile to access the customer actions. From the listed options that appear, select the Edit tile:
You will then be automatically redirected to the Edit Customer page:
On the Edit Customer page input the requisite information in the appropriate fields:
The customer's company name, if applicable.
The customer's current status (i.e., Open, Ongoing, At Risk, On Hold, or Lost)
The customer's first and last name
The mobile, home, or work phone numbers for the customer
The customer's email address.
Use the checkbox to indicate whether the new customer is a prospect.
Once the above fields are completed, scroll down to input the customer's location information:
In the "Location Capture Method" drop-down, select how you would like to enter the customer's address information. By default, you can manually enter the customer's street address. However, you can also select to input the latitude and longitude coordinates instead: