Include customer details in job bookings
NewΒ·
Martha Hearn
Martha HearnWhen 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 ππ.
Our newest update puts this ability in your hands ππΏ.

When creating an event linked to a deal, make sure the 'Include customer information' checkbox is selected β , and customer information will be surfaced to all users assigned to that event - whether they're viewing that event on web π©π½βπ» or on mobile π²!
