Configure Employee Mobile App

Topics:

• Download the App & Log In
• Create, Update, & Delete Filters
• Save Search Filters
• View and Update Company General Info
• View and Update Company Info
• View and Update Company Contact Info
• View and Update Company Address Info
• View and Update Company Shipping Info
• View and Update Company Accounting Info
• View and Update Company Payment Info
• View Customers Under a Company
• Find Products and View Inventory Details
• Customize Price Check and Inventory Screens
• View Product Pricing
• Viewing Timelogs on Tickets
• Create Activities
• Update Activity Details
• View or Add Internal Comments when using Activities
• Find Activities
• Find an Order
• Begin a New Order
• Add Items to an Order
• Placing an Order and Checking Out
• Add Notes to Quick Orders
• Find Tickets (By Company)
• Create a New Ticket
• Apply Filters to the Ticket Screen
• Edit a Ticket
• Assign Tickets
• Save or Edit a Ticket Filter
• Comment on Tickets (Internal)
• Comment on Tickets (Customers)
• Make Tickets Visible to Customers (Ticket Screen)
• Make Tickets Visible to Customers (By Company)
• View and Update Leads
• Use Leads Internal Comments
• Add Internal Files to Leads
• Use Barcode Scanner to Find Products
• Using My Chats