Editing customer information on the customer file is easy using the short cut inside the call center!
FROM THE WEB APP
Step 1: Go to your 'Call Center > Reminder Calls'
Step 2: Click on a customer who needs a reminder call.
Step 3: Click 'Show Client' (This will open a new browser tab)
Step 4: Edit the customer file & save.
Step 5: Go back to your 'Call Center' browser tab.
Step 6: Refresh your page.
Step 7: Done!
FROM THE MOBILE APP
This feature is only available by logging into the Web App at this time.