Adding/updating contacts from tablet

  • Updated

If you get to a site, and you need to add a new contact (the person you originally dealt with may no longer be based at the site, and needs updating), you can do this from the tablet. Whether or not you can access this particular feature will be determined by the back office.

As before, from the job, press on the CRM button, highlighted below:


From here, press the View all persons button, highlighted below:


From here, press Create Persons:


Last Name and Email are the only 2 mandatory fields (unless your back office have added additional mandatory fields). Fill these out and press OK:


The new contact will now appear on your list of contacts.