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A new feature has been added to the BBS Atom mobile app to allow users to update customer and prospect details from the Customers module.

 

To edit a customer or prospect's details, users can tap the 20240513_115211 menu and select Edit Customer/Prospect.

 

20240513_120119

 

The fields available to update will depend on user access restictions, and whether or not it is a customer or a prospect.

Edit Customer/Prospect Screen

Edit Customer/Prospect Screen

 

  

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