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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.

See also:

Setting up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact

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