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:
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Click CREATE JOB to open the New Job panel.
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In the New job panel, click NEW CONTACT. Alternatively, click the Contacts tab
and then click CREATE CONTACT.
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In the New contact panel, fill in the required details.
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Click SAVE CONTACT.
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Contact details appear at the top of the New job panel.
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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.