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:

  1. To open the New Job panel, click CREATE JOB.
  2. In the New job panel, click NEW CONTACT. Alternatively, click the Contacts tab Contacts_Tab.png and then click CREATE CONTACT.
  3. In the New contact panel, fill in the required details.
  4. Click SAVE CONTACT.
  5. 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.

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