Vanguard Software
mobile field sales
Customer List
This gallery contains images of all the forms used by the customer list. For additional information, see the Main Lists gallery.
Customers
The customer list is a typical card/list form. Tapping the Look Up button displays the Look Up form (see below).
Look Up
The Look Up form is used to look up a customer, by entering the last 7 digits of his telephone number.
Customer
The 1st page of the customer form contains the billing and shipping addresses. To view the shipping address, select Ship To from the drop down list. Tapping the Order button on any page of the Customer button creates a new order for the current customer.
The 2nd page of the customer form contains the default values for new orders taken for this customer.
The 3rd page of the customer form contains the contact details. Tapping the Phone button dials the number, while tapping the Email button displays the Message form (see below).
Message
The Message form is used to send an email message. It is displayed when the user presses the Email button on the Customer form.