Articles
Add a Site Contact
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 ...
Delete a Site Contact
Site Contact records are attached to a Customer record, so 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 li...
Edit a Site Contact
Site Contact records are attached to a Customer record, so 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 li...