Client addresses and contacts

Browse, search, and select client addresses and contact persons.

Client addresses and contacts

Use these screens to manage client addresses and contact persons.

Both screens support normal lists and picker mode from work orders.

What you can do

• search for the right address or contact
• add, edit, duplicate, or contact the selected record
• select a record for a work order in picker mode

1

Open the list

Open the client's addresses or contact persons.

2

Find the record

Use search or browse the list.

3

Use the right action

Open the record, or use the available actions to edit, duplicate, or contact it.

In picker mode, tap the row to return to the work order.

Keep in mind

The app uses picker mode when a work order needs a selection.

Add and edit actions only appear when client editing and sync are allowed.