Create new customer contacts

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When creating a job, you can also create a contact for that job. To do this, follow these steps:

  1. In Scheduler, click CREATE JOB. This will open the New job panel.
  2. In the New job panel, click NEW CONTACT. Alternatively, click the Contacts tab 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 make changes to them, click the pencil icon Pencil_Icon.png beside the contact’s name.
  6. To add a second contact click ADD CONTACT.

Only the administrator will be able to see the contact notes.

 

Learn how to Import customer contacts.


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