Client Management           Additional Customer Data Entry           Billing Contacts

Billing Contacts (continued)

Contact Name Button – Click the Contact Name button to open the Contact Name data entry form.  Once all information is entered, click the Save button located at the lower right of the form. 

Salutation – If your company will be using salutations, make a selection from the drop-down list in this field.  This is an optional field.

First Name – Enter the First name of the contact into this field.  This is a required field.

Middle – The User may enter the full Middle name or Middle initial of the contact.  This field is optional.

Last Name – Enter the Last name of the contact into this field.  This is an optional field.

Suffix – If the contact name contains a suffix, make a selection from the drop-down list in this field.  This is an optional field.

FRM2058

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