Customers - New / Edit Customer - Add Contact

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 in contact information on the form.

Field NameDescription
NameThis is where you enter the Contacts name
Company NameThis is where you enter the Contacts company name
AddressThis is the address for this contact
Billing GroupHere you can set up a specific contact to use a specified billing group
EmailHere you enter the contacts Email address
PhoneHere you enter the contacts Phone number
FaxHere you enter the contacts Fax number
Default Origin RemarksHere you can enter origin remarks that will appear on an order when this contact is used on the order
Default Dest RemarksHere you can enter Destination remarks that will appear on an order when the contact is used on the order
Contact CommentsHere 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 customers contact list. Highlight the contact and click the Remove button.