Phone Numbers with Jobs
My Salesmen want to be able to see the contact information with the job especially from their iPads. they don't want to have to go out of the jobs and click contacts then find the contact to find the information
Hi Merilu, in the latest version of our mobile app for iPhone and iPad (v1.1.1), you should have quick contact buttons for the Related Contact on the Job Details screen. These buttons allow you to Call, Email, or Map the contact with one tap.
If you’d like to see the info instead, you can just tap on the name of the contact next to these buttons and you’ll be taken directly to that contact.
Please make sure your salesmen are running the latest version of the mobile app on their iPads, and also make sure you have Related Contacts for the Jobs so the contact associated to the job always shows up on the Job Details screen.
Please let me know if this helps solve the problem! If not, let me know right away so we can figure it out.
-Brad