Added the ability to easily create a customer record and link them to a new site and contact using the wizard.
- Login to your Fieldmagic account on the Desktop version
- Go to the Mega menu and hover over Contacts
- In the Contacts module, select "Create Customer"
- In the Create Customer form, select the customer type (Individual or Organization)
- In the First Name/Name field, insert a new customer name or search for an existing customer name.
- If you choose to use an existing customer, the customer record will be updated.
- If not, it will create a new customer record.
- In the Address field, Insert a new site or search for an existing site record.
- If the site already exists in the site module, the user has the option to link to the existing site (Next button) or create a new site (Create a New Site button).
- In the Contact section, you may Create a new contact, Search for an existing contact, or just Skip.
- If the user selects the skip, the customer record will be created(without adding a contact) and the wizard form will close.
- If the user selects to search for an existing contact, the fields will be auto-populated with the contact's details.
- If the user clicks the Next button (without choosing a role and clicking the Link Customer button), it will create the contact record without linking it to the customer.
- If the user selects a role and clicks the Link to Customer button, it will create the contact record and link that record to the customer.
- Lastly, in the action panel, the user has the following options:
- No Action (Close the wizard and redirect the user to the customer record view) or
- Create (Jobs, Quotes, Customer Invoices, Purchase Orders, Supplier Invoices, Recurring Jobs, and Recurring Invoices) that can be linked to the created customer record.