Clients Adding & editing

Can I add a lead from the mobile app?

Yes. The mobile app’s + menu has New lead: first name, surname, phone, email, source and a line about the matter. It is the short form on purpose, for a call taken in a corridor.

  • The name is stored the same way as on the desktop (SURNAME, First), and the lead is watched on the Magistrates lists from the next update.
  • The same duplicate check runs. An exact name already on your list is refused; a similar name asks before saving, with a Save anyway button.
  • The Source list is the desktop’s, including any custom sources you have added there.
  • No signal? The lead is saved on the phone and sent when you are back online.

Date of birth, an alias, custody, which courts to watch, a file number, handing it to a colleague and diary entries are done on the desktop, on the lead the phone creates. Current clients are added on the desktop only.

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