How can I view customer connections in xinnect app?

Updated on July 13, 2015 09:36PM by Admin

Customer connection is a list of business connections associated with your business. Customers from Customers App are displayed here for convenience.

Steps to View Customer Connections

  1. Log in and access Xinnect App from your universal navigation menu bar.
  2. Click on "Customer Connections" from left navigation panel.
    Customer Connection 
  3. You can view a list of customer connections associated with your business as shown in the image below:
    View Customer Connection
  4. You can view the customer record with following fields:
    • Customer # - Identity number of the customer.
    • Customer Name - Name of the customer.
    • Email - Email Id of the customer.
    • Phone - contact number of the customer.
    • Business Name - Name of the business.
    • Connection Since - The starting period of the businesses connected with you. 

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