Synchronising contact details

When you update contact details for a customer,  installation, job, quote or call you may wish to synchronise some or all of these updated fields across other objects relating to that customer.

To achieve that do the following:

1. Click on the button containing the orange disk icon.

2. Update any field values (if required)

3. Select the fields you wish to synchronise

4. Select the objects you wish to update  (customers, installations, quotes, jobs & calls)

5. Click on Apply

This sync option can be triggered from inside the edit of customers, installations, quotes, jobs, calls in the admin app and appointments in the engineer app.

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