Minimum Version Required: 22.01
Pre-Conditions
Required Permission - Customer Mobile Edit
Steps
Add A New Customer User
1. Customer Users can be accessed from two places in Encompass Mobile. Either from the menu in Event View.
The Menu in Event View
Customer Dashboard
2. Tap Customer Users from either menu
A list of existing Customer Users is displayed
3. Tap the + to add a new Customer User
4. Enter the new contact's Full Name
5. Confirm the role the Customer User will be assigned.
Be sure to select a Customer User Type.
6. Enter the contact's Email and Phone Number.
7. Enter the Mobile Number,Fax Number and Job Title if necessary
8. Toggle on the Is Primary setting if this new user will be the primary contact for the customer
9. Tap the checkmark in the top right to save
Edit An Existing Customer User
1. Tap the existing Customer User's name from the Customer Users list
2. Tap the Edit Pencil in the top right corner
3. Make necessary changes
4. Tap the checkmark in the top right to save