Customer Contacts

Customers can have contacts.  A Contact is an individual person, who can be related to a Customer, like a Purchasing Agent who works for a builder, or a non-related Contact, like a Mill Rep.

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Click the Contact button on the Customer toolbar contacts2.png .

From the Contact screen, a contact can be selected, added, edited, deleted, or copied.  An email can also be sent from this screen.

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On the Adding/Editing Contact screen, if the contact is to receive statement or invoices by email then the appropriate boxes in the bottom left need to be checked.

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Project Manager

This information is also available via Project Manager by going to

Prospects and Customers.

Contact Tab. 

Add or Edit a contact.

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If more than one contact is checked to receive statements for one customer record, then all of the contacts will receive the statement email.

If a statement email address is already listed for a customer, it will automatically create a contact for the customer.

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