New Client

New Client
Add a new customer on the mobile app 

   

 

 

   

 Click on the Plus symbol on the top right corner to add a new client 

 Fill in the information for the client. 

 Make sure that the tick is clicked in order to save the information before moving to the other menus. 

 Once saved, there will be a green menu notification that the record has saved. 

 Scroll to the right to see the next menu 

   

 

 Next menu the address 

 Fill in the address information and then click on the tick to save your information 

 Scroll to the right to add any attachments 

   

 

 Attachments 

 After clicking on the Plus + button to add a new image 

 Enter a description and decide whether to capture a new image or add an existing image 

   

 

 Go back to the search window and sync to server 

 Looking at the status it says Needs Sync.  This means that the record is still on the phone but not on the server. 

 Syncing to the server will take the record from the phone to the server.