The Contacts tab will display all contacts on file for the customer. Customer contacts are not to be confused with Call List Contacts. Call List Contacts are setup on a System record.
Add New Contact Button
Clicking on the Add New Contact button will open a form for entering a new contact for the customer.
Add Existing Contact Button
Clicking on the Add Existing Contact button will open a list of all contacts in the database for all customers. Users may select one or more contacts from the list to save on the current customer’s contact list.
Edit Button
Clicking on the Edit button will open the contact record for viewing and/or editing.
Delete Button
Clicking on the Delete button will permanently delete the contact record.
