The Social Media tab contains a customer's other means of communication, such as instant messenger accounts and social network profiles. You can also add a photo of the customer for reference.
The customer's instant messenger accounts and/or social networks, added in order to further improve your overall contact with that customer.
To add an account, click Create - Social Media Contact Window.. A new window appears. For a description of the window, click here:
A photo of your customer.
|Click to modify the tab.|
|Click to apply any modifications.|
|Click to terminate the modification process.|
Click to create an estimate for a project of this customer.
When you click on this button, you are taken to a new page. For a description of the page, click here: Quote Create.
Click to create a project for this customer.
When you click on this button, you are taken to a new page. For a description of the page, click here: Project Create.