Mobile App Customers Tutorial

Overview#

The mobile app opens in a browser on a mobile device or desktop computer. It links to the same database as BOS Professional.

If you are linked to more than one database, you select one when you sign in.

• The Customers interface lets you view and edit customer records, their contacts and their addresses. It also lets you tap an icon to phone, email or navigate to the customer.
• You need the Customers - Access Allowed setting to open it.

💡These tutorials explain how to manage customer records from the mobile app, including contacting them or navigating to their premises.

Tap means tap the screen, or left-click with your mouse if you use a computer.

How to View a List of Customer Records#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. A list of customer records appears.
   • Note: Depending on your Customers - Access Allowed setting, you see either all customers or only your own.
4. To find a customer, enter part of the company name, contact, telephone number or rep in the Search box.

How to Add a Customer Record#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. A list of customer records appears.
4. Tap the + button in the bottom right corner.
5. The New Customer popup appears.
6. Enter the Company Name (required, up to 100 characters).
7. Select the Status (Active or Prospect), and select the Category, Region and Rep as needed.
8. Tap Add (button).
   • Note: The Add button stays disabled until the Company Name is filled in.
9. The new customer's detail page opens.
   • Note: More information can be added from the various tabs after the record is added.

How to View Customer Details#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. A list of customer records appears.
4. Tap an entry on the list and tap View Detail.
5. Information about the customer appears across these tabs:
   1. Information
   2. Contacts
   3. Addresses
   4. Accounting (read-only; displayed only if the Customers Accounting - Access Allowed setting is on for you)

How to Edit Customer Details#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. A list of customer records appears.
4. Tap an entry on the list and tap View Detail.
   • Note: You can also tap Edit Customer on this menu to go straight to the Edit Customer popup.
5. On the Information tab, tap Actions (three dots) > Edit.
6. On the Edit Customer popup, change the Company Name, Status, Category, Region or Rep as needed.
7. Tap Save (button).
   • Note: Tapping Close (button) also saves any changes you made.

How to Add a Contact#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. Tap the customer on the list and tap View Detail.
   • Note: You can also tap Add Contact on this menu to go straight to the Add Contact popup.
4. Tap Contacts (tab).
5. Tap + Add Contact (button).
6. On the Add Contact popup, enter the Title, First name, Surname, Email and Mobile, and select the Position, as needed.
7. Tap FS (button) to fill in Display as from the first name and surname, or enter it yourself.
8. Tap Add (button).

How to Edit a Contact#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. Tap the customer on the list and tap View Detail.
4. Tap Contacts (tab).
5. Tap Actions (three dots) > Edit next to the contact.
6. On the Edit Contact popup, change the details as needed.
7. Tap Add (button).

How to Add an Address#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. Tap the customer on the list and tap View Detail.
   • Note: You can also tap Add Address on this menu to go straight to the Add Address popup.
4. Tap Addresses (tab).
5. Tap + Add Address (button).
6. On the Add Address popup, enter a Lookup (a short name for the address, up to 50 characters) and the Address (up to 1 500 characters).
7. Tap Add (button).
   • Note: The first address you add to a customer automatically becomes their default address.

How to Edit an Address#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. Tap the customer on the list and tap View Detail.
4. Tap Addresses (tab).
5. Tap Actions (three dots) > Edit next to the address.
6. On the Edit Address popup, change the Lookup or Address as needed.
7. Tap Add (button).

How to Phone a Customer using the Mobile App#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. A list of customer records appears.
4. Tap the customer you want to phone on the list and tap View Detail.
   • Note: You can also tap Call on this menu to phone the customer straight from the list.
5. On the Information tab tap Actions (three dots) > Call.
6. Your device opens the call interface with the number filled in.
   • Note: To phone a contact, tap Contacts (tab), then tap Actions (three dots) > Call next to the contact.

How to Navigate to a Customer using the Mobile App#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. A list of customer records appears.
4. Tap the customer you want to go to and tap View Detail.
   • Note: You can also tap Navigate on this menu to go straight to the customer's default address.
5. Tap Addresses (tab).
6. Tap Actions (three dots) > Navigate next to the address.
7. Your default map app opens with the customer's address entered as the destination.

How to Email a Customer using the Mobile App#

1. Sign in to the Mobile App.
2. Tap Customers on the Tile Menu.
3. A list of customer records appears.
4. Tap the customer you want to email and tap View Detail.
5. Tap Contacts (tab).
6. Tap Actions (three dots) > Email next to the contact you want to email.
7. A new message opens with your default return address and the contact's email address.
8. Complete the email as needed.