Customers/Accounts
Article related to Customers and Accounts
By Emma and 2 others3 authors8 articles
Adding a Holiday to an AccountHow to add a holiday to an account?
The customer is on holiday how do I pause all active jobs for all locations?
How to import customersHow to Import new customers into Roundsman using a CSV
Cancelling a Customer (Account Location)How to cancel a location?
How to cancel a customer?
How to cancel an account location?
Export ContactsThis article details how to export contacts from Roundsman
How to refresh QR CodesHow to refresh Customers QR Code?
Refreshing QR Codes?
Status bar coloursThis article details what the different colours in the Status bar mean
Locations Map gets stuck on the Cookies dialogueHow can I get round the Cookies dialogue on the locations map, the Accept Button may be hidden due to the size on the window?
Create A New CustomerRoundsman allows you to create a New Customer with a New account or New Customer for an existing Account by using the Create New Customer Wizard
