return to 
Sending Addresses to Field Users
For field engineers to add saved customer sites to certs when using Clik Cert (Field), you will first need to send them customers from Clik Cert. This article will show you how.
First, go to View > Staff.
Select the field user from the left list and select Field User Data > Customers.
Click the ‘Add’ button.
Now, select the customers you want to send to the field user.
If you only want to select the main address for each customer check the ‘Only Select Main Addresses’ checkbox.
You can also shift+click to select multiple companies.
Next, select ‘Okay’.
Now we’ll save and perform a sync to send the data to the field user.
Select ‘Save’ at the top right and then ‘Yes’ to confirm the resync.
The field user will then be able to run a sync on their device to receive the customer addresses.
