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XTM Mobile 3.0

Customers

The Customers screen lists your active customers and customers without an assigned project manager. When no project manager has been assigned to a customer, you see the crossed-over star icon star-crossed.png to the right.

Select a customer from the list to display their contact details, including address, phone, and VAT number.

You can call a customer directly from the app, provided they have at least one phone number configured. If they have several phone numbers configured, you can select which one to call. When the customer has a mobile, you can also send them a text message.