Client Management Additional Customer Data Entry Site Contacts

Additional Customer Data Entry (continued)

Site Contacts

A Site Contact is a person your company would contact to speak about non-billing matters.  Site Contacts are typically used by the Service and Installation employees of your organization.  If a contact is to be used as a Site Contact only, the Contact will be set up from the Contacts option within the tree of information on the appropriate Site.

From the customer tree, highlight the Contacts menu option below the Site for which a new Contact will be created.  Right-click and select the New Site Contact option.

Follow the data entry steps as described under the topic of Billing Contacts.