Your customer connections database is available from the connections screen. Read on for a quick overview of the functions and information available for each of your customer connections.

To view your customer connection details, click the connections icon  from anywhere within the web app and then choose Customers.

From within the customer screen, quickly find your customer by entering any part of their details in the smart filter.

To edit your customer’s details, click the three dots icon next to the relevant customer to bring up the Customer actions menu.

From there you can

• Send login details to a contact at the customer
• Change details if the customer is not using Okappy, or request a change if they are
• Change how the customer is recognised in your account settings
• Set whether the pay button is shown on your invoices to your customer
• Convert the connection from a customer to a subcontractor
• Delete the customer connection

Quick links are available for each of your customers. This provides access to:

• Jobs reports for the customer
• Invoices for the customer
• Customer contacts
• Site addresses
• Customer notes
• Documents

Click the Contacts quick link to view contacts at that customer connection and add new contacts.

Click the Contacts quick link to view contacts at that customer connection and then View contacts to see the existing emails set up for the customer.

To change the email, click the pencil icon to the right of the email. You can change the email if the connection is not using Okappy.

Note: If the email has already been used, you will need to connect to that account rather than duplicate it.  For further information, see Connecting to an existing Okappy connection

Click the Addresses quick link to view addresses for your customer connection and add new address.

You can add one address at a time or multiple addresses using the upload functionality.

Click the Notes quick link to view notes for that customer connection and add new notes.

Click the Documents quick link to view documents for that customer connection and add new documents.