Client Management

How to add a New Client?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Click on the New Clientsbutton at the top right. 3- Fill in the n...
Tue, 20 Dec, 2016 at 10:41 AM
How to edit the Client ?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Click the Edit Client  button located on the left side of ...
Tue, 21 Jun, 2016 at 9:48 PM
How to add Custom Field to Client Information?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Find the client that you want to add a custom field. (You can access t...
Tue, 20 Dec, 2016 at 10:53 AM
How to plan a visit from the Clients screen ?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Find the client that you want to plan visit, you can access the client ...
Tue, 20 Dec, 2016 at 10:58 AM
How to view the Client on the Dashboard screen?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Click on the client you want to view on the dashboard, you can access the cl...
Tue, 20 Dec, 2016 at 11:04 AM
How to see the client's location on the map?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Click on the client you want to see the location. (You can acce...
Tue, 21 Jun, 2016 at 12:51 PM
How to see Multiple Clients on the map?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Mark the clients you want to see the location on the map. 3- Click on Show...
Tue, 20 Dec, 2016 at 11:10 AM
How to edit Client Information collectively?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Mark the clients you want to edit and click the Quick Editbutton located at ...
Tue, 20 Dec, 2016 at 11:15 AM
How to add notes to the client?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Select a client you want to add notes. 3- Click the ADD button lo...
Tue, 21 Jun, 2016 at 9:36 AM
How to filter from the Clients screen?
1- Click the Clients button from the menu after logging in to FieldPie. 2- Click the Open Filter Panelbutton. 3- Click the Search button according to...
Tue, 20 Dec, 2016 at 11:49 AM