Setting Up Customers

Everything you need to know about setting up your Customers in AgileField

Setting Up Your Customer Hierarchy
Overview AgileField supports unlimited levels of customer hierarchies within the system.  Many of our clients have customers with multi-level hierarchies l...
Mon, 26 Nov, 2018 at 4:15 PM
Customer Overview & Initial Setup
Customer Overview A Customer in AgileField is any person or company where you provide a product or service.  Customers can include companies, accounts, cli...
Mon, 26 Nov, 2018 at 4:33 PM
Preparing Your Customer List
Preparing Your Customer List Before you start preparing your Customer list, make sure you've reviewed the Customer Overview & Initial Setup page. ...
Mon, 26 Nov, 2018 at 6:18 PM