Removal of the Customer tab

In the next update, the "Customer" tab has been removed on the Folder.

Customer primary and secondary phone numbers can be edited directly from the Folder header (changes to these are automatically saved, you do not need to click Save on the Folder).

The Customer e-mail and text address can be edited from the Communication tab


Note: to send an e-mail or a text to a customer you must have the checkbox to Text/E-mail checked.


To edit the Customer Name, Address, Sales Tax, and CSI settings, click the Edit button next to the customer name on the Folder header. This will open up a separate screen/tab. Changes to information on this screen will only affect that individual Folder.




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