Aptora Mobile – Add Customer:Jobs
This feature allows users to quickly add new Customer: Jobs to their database. Users may also add Customer: Jobs from the Customer: Job List. Users can edit Customer: Job info as needed.
Adding Customer:Job Information
The “Customer” form in Aptora Mobile II has been designed to include collapsible data views labeled according to corresponding tabs displayed on the “Customer” form in Total Office Manager. These data view options are displayed below the “Contact” field on the “Customer” form, shown in the previous and following images. Click the “Save” button to continue.
This section of the form allows users to add Type, Terms, Sales Rep, Marketing, Markup Method, Department, Tax Code, and Tax Item.
This section allows users to add contact information such as first name, last name, a pronunciation field for those difficult names, fax, phone, as well as billing and work address information.
The Contacts section will display information found on the “Contacts” tab of the “Customer:Job” form in Total Office Manager.
The Notes section allows users to enter detailed notes for the customer:job they are in.
User Defined Fields
The User Defined Fields (UDF’s) section will display data entered on the “UDF’s” section of the “Additional Info” tab of the “Customer: Job” form in Total Office Manager.
The Payment Info section gives the user the ability to add Customer:Job payment information.
This section allows a user to enter or select information related to the Customer:Job.
This feature allows users to quickly add new contact logs to their database. They may also add them from the Customer:Job List.