Use Fast Customer to create customers in InformMobile on the fly.
Warning: Special characters can cause search issues and are not recommended.
- Tap the Menu icon, then select Fast Customer.
- Type a Customer Name.
Tip: Depending on your phone settings, if you have saved this customer’s information in your phone, you can use your phone’s autofill function for the name and address information in the fast customer.
- Toggle Prospect to restrict the account to quotes only until the status is changed is changed to Customer.
- Add details for required fields:
- Provide other details as necessary.
- Tap Save Customer.
Note: Fast Customers can be added from the Sales Order Entry screen.