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Actions on the customers section

Create / Add Customer
View the sync status of a customer
Edit Customer
View customers
Search customers
Filter customers
Select customers
Geo check in
Delete a Customer

Create / Add Customer

To create/add a customer on the list, locate and click on the Add New button at the bottom right of your screen.
Fill in the required information on the page directed, and click on submit.
When filling in the required information during customer creation / addition, all the mandatory fields have red dots. They must be filled in order for to you to be able to submit, otherwise the submit button will remain inactive (grey in color).

If you select a customer and start a workflow which contains an activity whose requisite is set to need visit, the mandatory fields will need to be filled before being able to check in at the customer. This update is possible even if the list is set to read only

View the sync status of a customer

An icon showing the sync status displays at the right of the customer:

Customers created when a user is working offline or having a poor network connection remain un-synced till there is a strong connection.
These customers that were created but not saved remain with one tick awaiting the user’s internet connectivity for the Customer to be synced. Synced customers have two green ticks at the far right.
These un-synced Customers might not be available on the list in case you want to check in at a later time/day.
Therefore, it's always good to ensure the customers you create are successfully synced into the database.
You should not make activities for customers that have a sync error. Activities made on such customers (un-synced or ongoing workflows) won’t have a customer attached to them in the database hence affecting data credibility.

To view the status of a customer:

Click on your Customer list on the mobile app. The listing tab has two factors.
Synced - These are customers sync/saved successfully
Pending - These are customers saved locally on the phone awaiting connection so that they can be uploaded to the database.

The number of the ticks next to the customer searched for indicates its sync status. i.e.
PENDING = one grey tick
SYNCED = two green ticks

The sync process happens automatically if the mobile user has data connectivity. Nothing is to be done by the mobile user. If there is an issue with the sync process it will be displayed in settings, synchronization warnings tab.

Edit Customer

Editing a customer enables users to correct the GPS, Customer picture, and to update any other old or new customer information added to the profile.
To edit a customer, search for your customer on the Customer List then select it.
You will be redirected to the customer card and under the Customer's picture you will find the edit button (pen icon).
Click on the Edit button at the left of the screen
Navigate to the fields you want to update, provide the information and click on submit at the bottom of the page. The place will be successfully edited.

Editing of a Customer by the mobile users is only possible if they have been given full access. This is done from the web app.

You can also view the customer card after clicking the 3 dots on the far right of the customer then select View details.

Customer card contains the following actions:

Go there - To get Google Maps directions to the customer location
Call - To get the contact number of the customer,
Edit - For correcting or editing details of that specific customer.
New note - For adding new notes.
View Kpis - For veiwing KPIs related to that specific customer.
Account statement - For requesting a statement for that specific customer
Info - To view all the attributes related to the customer. Only attributes with values will be displayed such as the phone number, you can also directly click on the phone number registered to call the customer. At the bottom you have metadata about the creation and edition of the customer details.
History - To view past activities made for that specific customer.
Notes - To view existing notes related to that specific customer.

View customers

If the GPS is on, the customers are ranked from the closest to the furthest.

If the GPS if off, the customers are ranked by alphabetical order

Only the first 25 customers are displayed for the scroll, but when searching or filtering, the operation is done on the full list.
N/B: You can view the total number of customers assigned to you in the map section

Search customers

The search happens on all the attributes defined as important in the list schema, it's a magnifying glass icon found at the top right of your list.

Filter customers

The filter is possible on all attributes defined in the list schema on the web app.

To apply a filter, click on the buttons found at the top of your customer list. Then a pop -up page will appear with the necessary field of filters. The filter(s) applied will be indicated at the top.

Click on the clear button beside the apply button to clear the filter(s).

Select customers

To select a customer, click on the customer of your choice on the customer list. Once a customer has been selected you will be redirected to the customer card which contains the customer details of the selected customer.

On the customer card click on the Start visit button to check in the customer then click on Go to workflows and select the workflow you want to record your activity report.

Geo check in

If the activity requires a mandatory geo check in visit, the distance from the mobile user to the customer will be verified.

If the user is beyond the required distance, they will get an error message indicating The GPS accuracy is above the limit of (XX meters). please record again to obtain a more accurate location. The user cannot begin their activities.

Once you are checked in at a customer, the Start visit button will change to End visit and the customer icon at the bottom will appear with a GPS pin next to it.

Then proceed to Go to workflows to fill your activity report. After filling the activity report, the user can end visit by checking out. Either as part of the actions on the customer card at through the End visit bottom right or by clicking on the End visit banner on the main customer screen.

For more information on the above actions, please view the video below.

Delete a Customer

If the access right for the list and mobile user role allows, the mobile user can delete a customer from the mobile app. It will result in the item being archived in the back end. For a full deletion from the archived state, it needs to be done through the web app

To delete a customer just click on the customer, then click on the bin icon at the top right of your screen.

Updated on: 12/04/2024

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