Customer Management

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Features Getting Started

Email or Call a Client

On your mobile:
Open a Contact/Company and tap on the Mobile or Phone field to call the number directly from your mobile.
Tap the Email field to send an email to the recipient in your favorite email app.
Tap the Skype field to open Skype and call or message the contact.

From your web account:
Open a Contact/Company and click on a mobile or phone number, or skype username to open Skype and call or message the contact. If Skype is not installed on your computer, you are prompted to install it.
Click on an Email field to send an email to the recipient in the selected email application. You can choose either Gmail or the Default email application. See Options menu / General tab.

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