Create a customer contact
When creating a job in Reveal Field's Scheduler, you can also create a customer contact for that job. To do this, follow these steps:
- To open the New Job panel, click CREATE JOB.
- In the New job panel, click NEW CONTACT. Alternatively, click the Contacts tab and then click CREATE CONTACT.
- In the New contact panel, fill in the required details.
- Click SAVE CONTACT.
- Contact details appear at the top of the New job panel.
To add a second contact click ADD CONTACT.
Only the administrator will be able to see the contact notes.
Learn how to Edit customer contacts.
Learn how to Import customer contacts.