Build your customer list with FieldEdge. Learn how.
Detailed Steps
1. On the FieldEdge home screen, click on Customers.
2. In the top right of the Customers screen, click Add Customer.
3. Enter customer information.
- As you enter customer information, Suggested Customer column will populate on the right.
- If the same customer appears in the Suggested Customer column, click the Customer.
- After selecting the customer, click the Use Selected button to confirm the suggestion.
4. If the customer does not appear in the Suggested Customer column, click the Create button in the top right.
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