Customers - Contact
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.
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.
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.
Contact Form
Field Name | Description |
|---|---|
Name | The contact's name. |
Company Name | Contact's company name. |
Address | The address for the contact. When the Override checkbox is checked, it will use the address when an order is created. |
Billing Group | 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 | Origin remarks that will appear on an order when this contact is used on the order. |
Default Dest Remarks | Destination remarks that will appear on an order when the contact is used on the order. |
Contact Comments | Contact specific comments, or notes. |