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Ayuda_iOS_iPhone.html
 

                      Button : The shortcut menu to select a new customer or a new customer from contact opens.

                                     New customer: Create a new client with the name "+ Customer ...".

                                   New from contacts: Creates a new client from the contact app.


                     Button : When we have a client can choose to remove it, before deleting it will ask if you want to.



                                   Buttons  : With these buttons you can select the next or previous client. This we can do it by sliding your

                                  finger left or right of the page where we are.


            Button : This button appears if the selected client has address, clicking this button will display the map with the

           address with a pin. If we address in the place of delivery is also displayed on the map.


                  Button : This button is used to select the area to which the client belongs selected, if no zone set to write to the

                 field area is already created. To create a new zone just write it in the appropriate field.

List of clients

                                                                Search : We can filter clients by name or zones.

                                    

                                                                   

                                                                     Sort the list: We can sort the list by name or client area, click on the "Customer" or

                                                                  "Zones"

                         Delete: To delete a client from the list you have to swipe the customer on the line you want to delete. When

                        the "delete" button if you press delete it asks if you want. (If customer orders associated, we inform: Client

                        "(customer's name)" NOT be deleted because it is associated orders.


             When we select a customer, if you have address, appears when clicking map where we can visualize the

             address the bottom list button appears to link areas to an area that exists.

             If the data address, telephone, mobile or mail any or all appear in underlined blue. Click on the address, open Maps.          

              Click on a phone opens up the phone to make the call. Click to mail us Mail program opens


List of orders: If a customer has orders associated, when you select from the list orders appear in the list of orders. If you

                       select an order in the list go to the order window to modify, duplicate, delete, preview it, e-mail, export or add

                       gro order.

                       You can sort (ascending or descending) by: Order number, date of order, if the order is for exhibition, supplier

                        to which the order and amount of order.


                                       Buttons  : Click on the first go to the window where customers can manage,

                                                     Click on the second window will display areas on the map.

                                                     Click in the third window will customer visits.

                    Button : It shows a list of all the areas to which the customers, selecting an area shows (with pins) all clients in it.

                                 If you click on a pin, shows in customer name and address, to the right of this we see a delete button to        

                                 use the pin, this is useful if you're in an area and want to remove the pins of customers visited.


                 Button : It shows us where we are.


                Button : Resets the map and clears all pins.



                                                                Button: Can go deleting a route Pushpins (for e.g. when we made the visit) when

                                                                             click on the button

Customer visits

                       Button : Select a client from the list.              


                       Button : Add a new visit (if we have a customer selected).


                       Button : Deletes the selected visit.


                      Button : Changes the selected visit date.


                      Button : Raises an event of the selected customer, if we have a selected visit, it puts us in the event the text

                                    that we have put on the visit.



Client management

Customers zones