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.
This will allow you to enter contact information on the form.
Field Name | Description |
|---|---|
Name | This is where you enter the Contacts name |
Company Name | This is where you enter the Contacts company name |
Address | This is the address for this contact |
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 Fax number |
Default Origin Remarks | Here you can enter 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 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.
Remove Customer Contact
To remove a contact from the customer's contact list. Highlight the contact and click the Remove button.
