In order for your field users to add existing customer details to certs, you will first need to send the specific sites for them to access from the office software.
First, go to View > Staff.
Here, select the user from the right-hand side list or add a new field user.
Navigate to the ‘Field User Data’ tab and then click on the ‘Customers’ tab.
You will then be able to see the list of companies the user can access on Field Mode or Clik Cert Electrical apps.
Note: if the 'Field User Data' tab is not visible for the selected user, they might not be marked as a Field User. Make sure to tick the 'Engineer' box under the ‘Details' tab and go to Options > Grant Field Mode Licence. See the full steps for setting up new field mode users here.
To add a new company site, click on ‘Add’.
You can then select the relevant site/s you want the user to access by using the dropdowns or search function.
If you want to only send the main address for companies, select the 'Only select main addresses' tick box.
When the sites have been added, you will then need to click ‘Save’ in the top right to ensure the changes are synced to the cloud.
The user will then be able to add the selected company to their certs when using Field Mode or the Clik Cert Electrical apps. See how to add company details here on the app here.
You can also set up the templates and certs you field user can access on-the-go. See more about this process here.
Published: September 2019
Last Updated: November 2020