GEM-CAR FAQ

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Add a Customer Name to a Business File

From the left main menu located on the left of the application, click on Clients > Clients.

Select the business if it already exists.
OR
Create a new folder for the company by clicking +New.

Make sure that the selected Mode is Business. If itis the case, it will be possible to add Contacts associated with this client by clicking +New.

The business client (employee) information can then be added and will appear in the business file as contacts associated with that customer.

 

Posted  5 months  ago by  Olivier Brunel
#368 86 views Edited  3 months  ago

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