This feature allows the management of projects and the accumulation of past project information based on customer information.
For example, when a coating manufacturer is dealing with same customers from the past, it is possible to check past projects from the customer information by entering information such as what kind of paint was used in the past and how many cans were used. In other words, by entering the customer information when creating a project, the project can be managed by customer, making it easier to check the response history.
Client info
Basic information such as the customer's name, address, and property name will be displayed.
Register new customer information
1. Tap "Add Clients"
2. Tap "Save" after entering each item.
Related Projects
Only those projects that have been registered in the customer's information will be displayed as "Related Projects".