Copying and Editing Addresses Within Certs on iOS/Android
You can quickly make changes to your address details within a cert on the Clik Cert Electrical apps. This article will show you how to copy an address on a cert to then edit it.
Please note: the screenshots in this guide are taken from an Android phone so images/icons may differ in the iOS version.
This will create a separate site address for the selected company, which will also be sent back to the desktop CRM.
First, select a cert or create a new one with an existing address. Scroll down to the address fields and tap on the plus icon to bring up a drop-down box. Here, tap on ‘Copy Existing Address’.
On the add site screen, you can then edit this existing address as necessary.
Tap ‘Done’ when you are happy with the changes.
The new address will appear on the cert.