Add Contact

The contacts database is used to keep track of the contacts for specific customers. There are two ways to add a contact:

 

First you can go to the Customer Form and go to the shipping tab and click "Contacts". You can also add a department here.

 

 

The second way to add a contact is through the process of saving a job. When a job is being saved and the form below is displayed you can add a contact by entering a new name into the "Contact" Field and then clicking save. You can also do this with the "Dept." field to add a department.

 

When a contact is being added, the Contacts Data From seen below is used to enter contact information. Any number of contacts can be added for a given customer using either of these methods.