Customer Explorer Active Pane Options                     Bill Contacts

Bill Contact

A Bill Contact is a person your company would contact to discuss billing issues.  Each Customer record may have an unlimited number of Bill Contacts.  When highlighting a Bill Contact name in the Active Pane and right-clicking, there are four options available; New Bill Contact, Email Bill Contact, Edit, and Delete.  Each of these right-click options will be defined on the following pages.  Click on the page links for additional information.

New Bill Contact            Email Bill Contact                      Edit                      Delete

Note: If there are no existing Bill Contacts listed in the Active Pane, the first Bill Contact must be created from the Customer Tree by highlighting the word Contacts in the Bill To area of the Customer Tree; right-click and select the option New Bill Contact.

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