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Adding Customer Names

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1 comment

  • Morgan McNaboe

    Hi Anthony, 

     

    We have recently added this feature in the program. You will be able to add a contact for the customer in the 'bid' or 'schedule' view by clicking 'Edit' in the bid, then the small blue plus sign above the contact drop-down. 

    To view your updates:

    - Enter in the contact information

    - Click Update 

    - Click out of the bid 

    - Re-enter the bid (the new contact will now be in the drop-down menu) 

     

    We are working to make this update more efficient in the future, 

    Thank you!

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