View Customer Details

In the Customers page, tap on the customer whose details you want to view. The customer's details pages are displayed in the following three tabs:

  • Details Tab (Default) - Displays basic customer information (described below)
  • Sites Tab - Lists all customer sites
  • Contacts Tab - Lists customer contacts and allows you to add and edit as required
  • Tickets Tab - View tickets raised for this customer and access ticket details directly

The Details tab is displayed:

Use the links at the bottom of the page to contact the customer directly by phone or email (if the information is added to the contact in the Contacts Tab).