The below is a follow list of best practices we have compile compiled for different users. Please share your best practices with us and the other e-manageONE manage|ONE mobile app users.
Company Record
Customer Logo’s
Add a customer's logo to the company record in the desktop app and it will show in the mobile app. It will also show on all the customers quotes created.
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Contact Picture
Add a contact picture to their contact record in the desktop app and it will show in the mobile app.
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This is helpful for your internal team, especially if you have remote and field workers. They can view. Create a contact record for every employee and add their picture . |
so your remote employees can put names to faces! |
