Employee Mobile App - View Customers Under a Company

1. Tap on the menu icon

   To view Customers under a Company in the employee mobile app, tap on the menu icon.

   

2. Navigate to "Companies"

   Then, navigate to “Companies”. In order to access "Companies" and view "Customers" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView, companyEdit" , customerView.

   

3. Tap on the "Search" icon

   Use the search icon to find a company.

   

4. Enter the company details

   Enter company details to filter down the data on the grid. This can be the company name or code.

   

5. Double tap the company

   Double tap the company to view more details.

   

6. Go to the "Customers" tab

   Now, go to the “Customers” tab.

   

7. Company's customers can be viewed here

   This screen displays customers that have been set up under this company in a grid format. You can filter and view additional details by swiping left on each customer.