A Client is a customer that is connected to your organization.
To view a list of your clients in AroFlo, go to (Menu) > Manage > Clients
From this view, you can:
Tap the client name to access the Client Card.
Client quick actions
Tap the(three dots) next to a client to access the quick actions menu:
To quickly find a client:
Alternatively, search by Client Location or Client Contact by changing the search term in the dropdown before typing into the Keyword field.
Searching by location
When searching by location:
In this example, we've searched for 'Ringwood' and the search results have found that AroFlo Enterprises has a main address and an additional location in Ringwood, whereas AVCEE Services only has a location in Ringwood.
Client Details can also be viewed from other areas, including the Task Worksheet.
From the Client list, tap a client name to display information about the client. The main contact will be visible on the client header, while everything else will be displayed in related tabs:
The Notes and More tabs will have a counter on them if there is information contained within them, e.g. if a note has been added.
The Client Overview gives you the client's details, such as phone numbers, address, email, website, and transaction terms.
You may have a colored banner displayed at the top of the client card (see image). See Transaction terms for more information.
Tap the phone numbers to easily call your client, using your device's default dialing application, or tap to SMS your client (if cell phone number) using your phone's default SMS app.
Tap the (box with arrow) for:
Tap the(location pin) for Address to quickly navigate to the address using your default maps application.
View or create notes about the client. This may include any history with the client.
All other applicable aspects related to the client appear in the More tab, in the form of a pop-up. Certain options will have a counter on them to indicate that information is contained within them.
Back to clients
Tap (arrow pointing left) on the client header to return to your Client list.
Tap (green plus button) near the bottom right of the client worksheet (appears on all tabs except for the More tab) to create any of the following: