Contacts

Contacts are people tied to customers or locations.

To create a contact record:

1. Open Contacts.

2. Select New Contact.

3. Complete the contact identity and relationship fields.

   • First Name (Required): Enter the contact's first name.

   • Last Name (Required): Enter the contact's last name.

   • Customer (Optional unless your workflow requires it): Select the related customer.

   • Location (Optional): Select the related location if the contact belongs to a specific site.

4. Complete the communication fields.

   • Email (Optional): Enter the email address.

   • Phone (Optional): Enter the main phone number.

   • Mobile (Optional): Enter the mobile number.

   • Fax (Optional): Enter the fax number.

5. Complete communication preferences as needed.

   • Do Not Email (Optional): Turn on if the contact should not receive emails.

   • Do Not Phone (Optional): Turn on if the contact should not receive phone calls.

   • Do Not Fax (Optional): Turn on if the contact should not receive faxes.

6.  Save the contact.

Key Rules

• New contacts created from a customer record are automatically assigned to that customer.

• Use the location field when the contact should be tied to a specific service site.