Mobile app: customers

The Customers page displays a list of all your customers, the devices associated with them, and their contacts. You can also search and connect to devices, view their software inventory, and more.

Note: For your convenience, we've cropped many of the images below to make things a little cozier while still displaying the proper functionality of the mobile app.

Add a customer

1. From Customers, click the plus icon.

The New customer page appears.

2. Enter the customer details:

• Customer name: Enter the customer name.
• Rank: Select Gold, Silver, Blocked, or None (default is None)
• Domain: Enter the domain.
• Phone: Enter the phone number.
• Fax: Enter the fax number.
• Address: Enter the address.
• City: Enter the name of the city.
• Country: Select the country.
• State: Select the state (if applicable).
• Zip Code: Enter the zip code.

3. Click Create.

The customer is created and appears on the Customers page.

The Customer page

The Customer page has the following tabs:

• General: See your customer's address and phone number.
• Devices: Add and access your end-user devices. Learn more
• Tickets: Add and access your customer's tickets. Learn more
• Contacts: Add and access your customer's contacts.
• Passwords: See your customer's passwords.

Call or email a contact

To call or email a contact:

1. From Customers, select the customer.

2. Tap the Contacts tab.

3. Select a contact.

4. Tap the mobile phone/phone/email icon.