Editing Clients on Mobile
Updated June 4, 2021
Overview
Maintaining your client base and client-related data is crucial to your business operations. These steps relate to the mobile platform only.
Steps
Select the “More” tab at the bottom navigation and select “Clients”.
Select the Client you wish to edit from your list.
Edit your Client’s details as needed. The only required fields are Business Name for a Business type, and Primary Contact details for an Individual client type.
We hope our Article assisted with your JCards account setup. If you have any questions please get in touch via support@jcards.com.au
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To start assigning team members to customers, you will need to setup your customer’s jobs.
Once you’ve invited members to your team, you can begin assigning clients and jobs to them.
