How is the Access/Gate Code from the Customer record used and can it be restricted to certain individuals?

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• How to use the feature Access/Gate Code?

  Access/ Gate Code is a feature that helps you save any access codes or gate codes that are required to enter the property so when the Foreman goes in, he can use this information to enter the property without any issues.

• Can Client Access be enabled from directory rather than project?

  Client Access can only be enabled from within the Project > Client Access. That is where permissions will be set. From the customers Directory record, it is possible to disable existing access and preview what the customer will see once they log into ...

• How do you delete a customer record?

  You can archive this Item in case it is needed in the future. But If you really must delete a Customer Record, go to: Menu > Directory > Customers > Select the Customer > Contact Tab > Scroll down to Action Button > Click to Delete.

• How do I delete a Customer record?

  To delete a Customer or any Directory record, go the Menu and choose Directory. Once here on the top right, there should be a Customers button that you can select to just view the Customers in the list view. Choose the Customer you wish to delete and ...

• If a Lead becomes a customer, does the data transfer to the customer record?

  If the Lead becomes a Customer, every data that is present in the Lead will carry over to the Customer record.