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Include customer details in job bookings

NewΒ·
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 πŸ“πŸ“ž.

Our newest update puts this ability in your hands πŸ™ŒπŸΏ.

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When creating an event linked to a deal, make sure the 'Include customer information' checkbox is selected βœ…, and customer information will be surfaced to all users assigned to that event - whether they're viewing that event on web πŸ‘©πŸ½β€πŸ’» or on mobile πŸ“²!

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