Customers - Contact

1 How to Add a Customer Contact
2 How to Edit a Customer Contact
3 How to Remove a Customer Contact
4 Contact Form

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

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.
Email	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.