Under Customers you find the company's customers. You can search, view details, create new customers and work with relations and contact persons.
The customer list
Search among the customers, and switch organizational unit at the top.
Tap a customer to open it.
Tap New to create a customer.
Create a customer
You can create a customer as a person or an organization. When creating, you enter at least a phone number (depending on the setup, the number is used as the customer number). Fill in the other details as needed and save.
View a customer
On the customer you see, among other things, name, birth date, VAT/organization number, addresses, phone numbers and emails. Address, phone and email can be opened directly in the maps, phone and mail apps.
Relations and contact persons
You can see the customer's contact persons and relations, add a new relation and remove an existing one. Tap a relation to open the related actor.
Good to know
Whether a phone number is required on creation (and used as the customer number) is controlled by a setting in Sapera.
Which fields and roles are shown follows your setup in Sapera.
Want to know more?
Read more in these related articles:
Sales orders
Create and work with sales orders in Sapera Mobile: line items, barcodes, time logging, collecting items, invoicing, payment and SMS.
Sapera Mobile – getting started
Log in, choose server and tenant, navigate the menu and manage your subscription in the Sapera Mobile app.