Create a customer contact

This article describes how to create a customer contact for a job when creating the job in Scheduler.

To create a customer contact while creating a job:

  1. Click CREATE JOB to open the New Job panel.

  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.

  6. To add a second contact click ADD CONTACT.

Note

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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