Add clients individually in Precision Systems from your mobile device (iPad/iPhone)

 TAGs: Offline - Standard - Pro - Enterprise

 There are different ways to add customers to Precision Systems to build your database,

If you haven't already done so, we invite you to read our article How to Add Customers to Your Database in Precision Systems to learn about the other methods, and to adopt the one that works best for you in each of the situations in which you will be creating a customer record.

Adding them individually from your iPad or iPhone is one of them.

To do this, go to "Customer Database" accessible from the Menu

In the lower right section of your screen press the "Add a customer" button  

Then proceed to fill in the fields of the form that will be displayed to you with your customer data.

Note that:

The fields: Name, Phone, and Email are mandatory.

Once you have finished filling in the required fields, validate the creation of your customer's file by pressing the button at the bottom of the form.

You will have added the customer to your Precision Systems customer database.

To add or change information on the customer records you've created, see our How to Edit a Customer Record guide .