Toolbar- Contact

These are read-only data items that come from the source accounting system and are imported into Salesmatrix in the Customer selection.

  • Contact - (CContact) Contact name for the customer
  • Phone (CPhone1)Phone number
  • Phone2 (Cphone2)Alternate Phone number
  • Email (CEmail)

On a mobile device the phone numbers are clickable and will attempt to call the number chosen. On all devices clicking on the email address will launch the default email application on the device.