- Open Customer Management
- Select a customer record to edit.
- In the “Assign to User” section select which users will be able to see a customer.
- Click “Save”
- Customers added on a device will be automatically assigned to the user who created them.
- Changes made in the CMS will be applied
- This feature works with iOS version 1.7.1 and above, released 6/10/2015, and Android Version 1.3.0 and above.