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How to add customers from your device's phonebook
How to add customers from your device's phonebook

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

Aron Washer avatar
Written by Aron Washer
Updated over a week ago

On the Home, screen tap the "Customers" tab

Then select the "Add Customer" button

Then tap the phone book icon in the top right hand corner

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's 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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