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Include customer details in job bookings

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Martha HearnMartha Hearn

When you assign an event (or job booking) to one of your team they may need to access customer details so they can quickly get directions or contact the customer ๐Ÿ“๐Ÿ“ž.

Our newest update puts this ability in your hands ๐Ÿ™Œ๐Ÿฟ.

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When creating an event linked to a deal, make sure the 'Include customer information' checkbox is selected โœ…, and customer information will be surfaced to all users assigned to that event - whether they're viewing that event on web ๐Ÿ‘ฉ๐Ÿฝโ€๐Ÿ’ป or on mobile ๐Ÿ“ฒ!

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