Primary Contact
- 12 Jun 2024
- 1 Minute to read
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Primary Contact
- Updated on 12 Jun 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
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Contacts can be created on Vendor and Customer Records by clicking the 'Primary Contact' link next to the selector. This will open the Contact form where the Contact can be entered and saved.
Contact Form
If the Contact was created from an existing Vendor or Customer, select the Vendor or Customer in the 'Company' field. Enter the remaining information and save the record.
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