To add a contact to a customer go to the Contacts tab on the customer form, and click on the Add button in the contacts section.
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This will allow you to enter contact information on the form.
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You can add, edit, or remove customer contacts to the customer record.
How to Add a Customer Contact
Go to the Contacts tab of the customer record and click the Add button in the Contacts section.
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How to Edit a Customer Contact
Go to the Contacts tab of the customer record and select the contact you would like to edit, it will be highlighted blue, and click the Edit button or double-click on the contact.
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How to Remove a Customer Contact
Go to the Contacts tab of the customer record and select the contact, it will be highlighted blue, and click the Remove button.
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Contact Form
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Field Name | Description |
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NameThis | is where you enter the Contacts nameThe contact's name. |
Company Name | This is where you enter the Contacts Contact's company name. |
AddressThis is the address for this contact | The address for the contact. When the Override checkbox is checked, it will use the address when an order is created. |
Billing Group | Here you can set up a specific contact to use a specified billing group |
Here you enter the contacts Email address | |
Phone | Here you enter the contacts Phone number |
Fax | Here you enter the contacts Specified billing group for contact. When the Override checkbox is checked, it will use the billing group when an order is created. |
Contact's email address When the Override checkbox is checked, it will use the email when an order is created. | |
Phone | Contact's Phone number |
Fax | Contact's Fax number |
Default Origin Remarks | Here you can enter origin Origin remarks that will appear on an order when this contact is used on the order. |
Default Dest Remarks | Here you can enter Destination remarks that will appear on an order when the contact is used on the order. |
Contact Comments | Here you can enter in contact Contact specific comments, or notes |
Override (Check Box) | The override will allow these associated fields to be used when an order is created, this applies to the Address, Billing Group, and Email only |
Edit Customer Contact
Once you have created a few customer contacts you can edit them by opening the customer form. Highlight the contact and then click the Edit button.
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Remove Customer Contact
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