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How to add a customer from your phone book
How to add a customer from your phone book

Step by step guide on how to add a customer from your phone to your app.

Nilesh Sujan avatar
Written by Nilesh Sujan
Updated over 2 weeks ago

How to add a customer from your phone book:

  1. Select Customers
    On the home screen, click on "Customers."

  2. Select Add New Customer
    On the Customers page, click the Add New Customer button.

  3. Select phone book
    On the top right of your screen, click the phone book icon

You may need to accept the permissions for the app to access your phone book. If so just tap "allow"

Once access is granted please find and tap on the customer you would like to add to the software.

This will add the customer Name, Phone number, Address and Email address to the software.

Fill in any further information you wish to add and click save.

Congratulations! you have now added a customer from your phone book.

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