If you would like to see your customers on the map, below your list of transactions or jobs is a set of Hide/Show options.
Enabling “Customers” from this list will show a pin on the maps for every customer. This is independent of any transactions or jobs showing.
Clicking on a customer pin on the map will open that customer’s details, showing any attached transactions or jobs, and allowing you to create a new one.
Changing the colour of a customers pin requires some setup first.
- First you need to create a Custom field for your contacts of type Status
- In the Features section, set the value of “Customers Pin Colour Custom Field” to be the value of the field created in step one.
Changing the selection of your Status custom field, will change the colour display on the map.
This can be done either manually via the details in the Edit Customer dialog or via a customer import.