The below is a list of best practices we have compiled for different users. Please share your best practices with us and the other e-manageONE mobile app users.
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.
This is helpful for your internal team, especially if you have remote and field workers. Create a contact record for every employee and add their picture so your remote employees can put names to faces!
