Add Customer Contacts

Customers can have contacts. A Contact is an individual person, who can be related to a Customer,
like a Purchasing Agent who works for a builder, or a non-related Contact, like a Sales Rep.

Go to Order Entry > File > Customers to be returned with the Browse the Customer File screen.

Search the Customer Record and highlight the customer for which the additional contacts need to
be added:

Click on the Contact Button on the Customer Toolbar to be taken with the Contacts Screen.

Click on the Add New Contact Button to add a new contact.

On the Adding/Editing Contact screen, if the contact is to receive statement or invoices by email then
the appropriate boxes in the bottom left need to be checked.

If more than one contact is checked to receive statements for one customer record, then all of the
contacts will receive the statement email.

If a statement email address is already listed for a customer, it will automatically create a contact for
the customer.

If the Schedule Pro notification box is ticked, then this will be the contact for all Schedule Pro notifications.

(Updated 02/10/23)