Site Contacts

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: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the list, and then cli...
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: Accounts Receivable> Customers. The Customers list will be displayed.  Locate th...
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: Accounts Receivable> Customers. The Customers list will be displayed.  Locate th...