To share a Customer profile from the web platform, follow the steps below:
Navigate to Customers
From the main menu, click on "Customers and Jobs."
Search for the Customer
Use the search bar to find the customer by name.
Click on the appropriate result to open the Customer Profile.
Share the Profile
If available, click the “Share” button within the profile to generate a shareable link or send it directly.
You can also open one of the Jobs associated with this Customer Profile, and from the Job profile, you can find the link to the Customer Profile, and copy that link.
Alternatively, you can manually copy relevant details such as:
Customer name
Address
Contact information
Any upcoming jobs or deliveries
Then, share this information via email or your preferred messaging channel.
User Permissions
Before sharing, ensure the recipient has the appropriate access permissions in Cigo Tracker.
If the person does not have permission, they may not be able to view the shared Customer profile.