Customers and Locations | WennSoft Documentation

Working With Customers

Select Customers and select a customer. In the Customer pane, use these additional tabs to view information:

Icon	Description
	Location View Location information for the customer. See Location.
	Notes View any additional notes that are associated with the customer. Depending on the MobileTech setup, you might not be able to edit an existing note. For more information, see Create a Note.
	Reports View any MobileTech+ report or Job Safety Analysis report available for this entity. This icon displays based on your company's settings. See MobileTech+.

From the Location tab in the Customer pane, select a location. In the Location pane, use these additional tabs to view information:

Icon	Description
	Equipment Select to view equipment for the location. See Equipment.
	Contacts To contact someone at the customer location, use this tab to view contacts who are associated with the location. If email or telephone information is set up for the contact, you can select the appropriate icon to launch your email app or call the contact. To add or edit contacts, see Creating or editing location contacts.
	Notes View any additional notes that are associated with the customer. Depending on the MobileTech setup, you might not be able to edit an existing note. For more information, see Create a Note.
	Reports View any MobileTech+ reports or Job Safety Analysis reports available for this entity. This icon displays based on your company's settings. See MobileTech+.
	Attachments You can add attachments to a location. See Attachments.
	Map If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map. If the map does not show the correct location, you can update the GPS location using your device's GPS. For information, see Updating GPS Coordinates.

See also: