The Customers section enables you to view the customer data but not to edit it or add new customers. To view a list of customers, click More > Customers.

The search finds customers based on the VAT number, customer name, or business ID. Using the filter, you can restrict the search only to companies or private persons. You can also filter out your favorites or all customers by toggling the favorite button in the bottom right corner.

In the list you’ll see the customer details: customer type (company/private person), customer’s name and home country, possible favorite status (indicated with a green star), and customer’s phone number.

By selecting the customer’s phone number, the app enables opening your phone application for calling the customer.

By clicking any of the customers on the list you can see their details.  

The information on the corporate and private customer views differs slightly. 

For both customer types, when clicking on the email address, the app opens your email application and prefills the customer’s email address as the recipient.

If you click the customer’s address your phone’s map application opens and navigates to the customer’s address.

By clicking the Matters, Matter requests, Conflict checks or Notes tab you’ll have access to additional customer-related information.

The button enables you to share the link to the customer with other CSI Mobile users.