Overview

The mobile app can be accessed from a browser and is customised to work on mobile devices and desktop computers. It links to the same database that BOS Professional links to.

If a user is connected to more than one database, they are asked to select one at login.

The Customers interface allows you to view and edit customer records. It also lets you click an icon to phone, email, or navigate to the customer.

All information displayed on these screenshots are made-up. Any likeness to real people or companies is coincidental.

Customer List

Displays a list of customers:

• The brackets are colour-coded according to the customer's status. The colour-coded status is also displayed on the right.

• Customer name

• Customer phone number

• Customer category

+ (Add Customer Button): Opens an interface to add a new customer record as per the screenshot below.  At first only the Company Name, Category, Region, and Rep can be entered or selected.

• Add: Adds a customer with the information filled in. 

• Cancel: Cancels adding the customer and returns to the list of customers.

Customer Detail

When you click a customer additional information is displayed. This information is split over three tabs:

Information Tab

• Company: Displays the name of the customer. This field can be edited by clicking the pencil icon. (The information as per the screenshot above can be edited .)

• Status: The customer's current status. The status can only be updated in the Desktop App.

• Category: The customer's category.

• Rep: The rep assigned to the customer.

• Telephone: The customer's telephone number with a phone icon. Clicking the icon will dial the customer if accessed from a mobile device. The phone number must be entered in this format: +27 82 123 4567.

• The latest interaction with the customer: Details of the latest transaction (e.g. Sales Order, Quotation) or Service Ticket is displayed. 

  • Click the up and down arrows next to the information to display more or less details.

  • Click this arrow > (below the information) to open the full ticket information.

Contacts Tab

A contact can be added by clicking the green circle with a plus in it.

Displays a list of contacts as follows:

• Name and Position:  This field can be edited by clicking the pencil icon.

• Email: Clicking the email icon opens your default email and inserts the email address.

• Phone number: Clicking the phone number from a mobile device will enter the number for you to call the contact. The phone number must be entered in this format: +27 82 123 4567.

Addresses Tab

An address can be added by clicking the green circle with a plus in it.

Displays all the addresses added to the customer's record.

Pencil Icon: Allows the address to be edited.

Navigation icon: Opens your default map ready for you to start navigation to that address. Requires a map (e.g. Google Maps) to be installed on your device.