Customers
Customer
The customer's name, company, email and phones, and how they hear from you.
Where and How
Customer
Customers › Customers › Customer › Edit
The customer's name, company, email and phones, and how they hear from you.
What It Does
Keeps their contact details and whether they get email and text alerts.
What It Changes
Emails and texts go to these addresses. Unticking Subscribe or Text Alerts stops those messages.
How to Use
- Fill in the name and at least one way to reach them.
- Tick how they want to hear from you.
- Click Save.
From the same help as the card in the app.