Signature 2021 (18.4)
Breadcrumbs

Using Contact Management

Contact Management allows you to assign contacts to a specific location and/or contract, in addition to, or instead of, Contact Person 1 and Contact Person 2. For example, you may want to have contact information for the building manager, janitor, office manager, or receptionist for each customer location. You can assign unlimited phone numbers to each contact record. Depending on your Contact Management setup, you can add a contact from the Service Call window.



Related topics:

Children macro unable to render for apps.