This Help Article covers:
General/Overview:
To Enable a User to Add a Customer
For a User to be able to Add a Customer they need to be enabled on the Katipolt Desktop side. To do this they need to be added to a Katipolt Mobile Role with permission “Add Customer” toggled "On".
Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays Katipolt Mobile “Add Customer” toggled "On" OR from a Role toggle it "On" > then select the person from the “Assigned To” dropdown to add
⚠️ NOTE: As Customers are added to allow adding a Job, toggling "Add Customer" "On" also toggles "Add Job" "On", giving the User the ability to add a Job from the Katipolt Mobile App.
To Add a Customer
1. From the New Job Screen, Tap the Customer* field to launch the Customer Screen
2. From the Customer Screen, Tap [Add new customer] to launch the New Customer Screen, then work down the fields Entering the Customer details
3. When finished, Tap [SAVE] to save and be returned to the New Job Screen
⚠️ NOTE: Fields with an Asterisk * are required fields and you will not be able to Save the New Customer until they all have an entry.