To add a Site Contact, you must first access the customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click on the Sites/Systems tab, and then in the Site Number column, click on the hyperlink of the Site to which you want to add a contact.
The Site record opens. Click on the Contacts tab, and then click the Add New Contact button.
The Edit Contact form opens. Fill in the form, and then click the Save button at the bottom of the form when finished.
Data entry fields with a red bullet next to the field name are required.
