Client Management

​How to add a New Client?​
1- Click the Clients button from the menu after logging in to FieldPie. 2- Click on the New Clientsbutton at the top right. 3- Fill in the n...
Çrş, 11 Ock, 2017 at 1:08 PM
How to edit the Client ?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Click the Edit Client  button located on the left side of the client you wan...
Çrş, 11 Ock, 2017 at 1:09 PM
How to add Custom Field to Client Information?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Find the client that you want to add a custom field. (You can access the cust...
Çrş, 11 Ock, 2017 at 1:09 PM
How to plan a visit from the Clients screen ?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Find the client that you want to plan visit, you can access the client more q...
Çrş, 11 Ock, 2017 at 1:10 PM
How to view the Client on the Dashboard screen?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Click on the client you want to view on the dashboard, you can access the cli...
Çrş, 11 Ock, 2017 at 1:11 PM
How to see the client's location on the map?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Click on the client you want to see the location. (You can access the client ...
Çrş, 11 Ock, 2017 at 1:11 PM
How to see Multiple Clients on the map?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Mark the clients you want to see the location on the map. 3- Click on Show ...
Çrş, 11 Ock, 2017 at 1:18 PM
How to edit Client Information collectively?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Mark the clients you want to edit and click the Quick Editbutton located at t...
Çrş, 11 Ock, 2017 at 1:12 PM
How to add notes to the client?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Select a client you want to add notes. 3- Click the ADD button located in t...
Çrş, 11 Ock, 2017 at 1:12 PM
How to filter from the Clients screen?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Click the Open Filter Panelbutton. 3- Click the Search button according to ...
Çrş, 11 Ock, 2017 at 1:12 PM