Details
| Field Name | Description |
| Contact name | Contact person name of the company |
| Org name | Organization name |
| Date of birth | Date of birth of the customer is displayed |
| CIN | CIN code of the company is displayed. CIN is the Corporate Identification number allotted to all registered companies under ROC (Registrar of companies) |
| Designation | Designation of the customer in their company is displayed |
Roles
A Role refers to a position or a job title assigned to a team member or employee.
In this section, specific roles are given to the followers or employees.
Click on ADD ROLES and create a Role to the customer
Plus (+) : Create Role for the customer
Branch
Businesses can have multiple branches at various locations. This section displays the city name or location where the branch of the company is located.
This section consists of email details of the customer
Click on Plus (+) to add the details of company branch (Mandatory).
Email Id
This section consists of email details of the customer
Click on CREATE to add the Email ID of the customer and type of Email (work or Personal)
| Field name | Description |
| Email type | Select email type of the customer as work or personal |
| Enter email address of the customer |
Click on SAVE and the Email details are added.
URL
This section contains URL link of the customer
Click on CREATE to add the URL and type of URL of the customer .
| Field name | Description |
| URL type | Select URL type of the customer from the list |
| URL | Enter URL link details of the customer |
Phone
This section contains contact phone number of the customer
Click on CREATE to add Phone number
| Field name | Description |
| Number type | Select phone number type of the customer from the list |
| Phone type | Select phone type like landline or mobile from the list |
| Mobile no | Enter mobile number of the customer |
Click on SAVE and the phone details are added.
Address Details
| Field name | Description |
| Address name | Enter a quick identification name for the address. |
| Pin code | Enter pin code of the address. |
| Address line 1 | Enter details of the address line 1 |
| Address line 2 | Enter details of the address line 2 |
| City | Select city name from the list of the address. |
| Landmark | Enter any landmark of the address for quick identification |
| GSTIN no. | Select GSTIN number of the organization |
| Is cash customer? | Click on the toggle if user is a cash customer. A cash customer is one who pays the amount via cash mode. (Toggle turns to Green in colour when selected) |
| Capture GPS coordinates | Click on the toggle to allow the capture of GPS coordinates. |
Apply all the details and Click on SAVE
Access Control
This section contains the registration details of the customer where user can log in, change password with the registration details provided
| Field name | Description |
| User Login | This section allows registered user to Login with credentials via invite link |
| Email ID | Displays registered mail id of the customer |
| Phone | Displays Phone number of the customer |
Activity Log
| Comments | User can comment or enter brief notes about the customer |
| Audit | |
| Created Date | Displays creation date of the customer |
| Created By | Name of the person who created customer |
| Last Updated Date | Last stage changed of the customer |
| Last updated by | Name of the person who updated the stage |
| Status | Current status of the customer |
| Time-Line | This widget tracks all the activities within the app |