Customer File - Contact


OptionsDescription
NewAdd contact to a customer. This can be useful for both private or builder type. Add designers, project manager, business owner or secondary contacts coordinates. Clicking on new will open the customer contact file.
ModifySelect an existing contact listed in the table, than click the ''modify'' button.
DeleteIf you want to delete an existing contact, select it in the table, than click the ''delete'' button.
Legend ''Default''Listed in blue are the contacts that you've selected as ''contact invoiced by default''
Customer
Contact File
Fill in all the fields with needed coordinates. Note that none of these fields are mandatory. Simply add the ones that are necessary for you own use.
Contact invoiced by defaultAt some point, you might have a customer with more than one contact. Click that check box if you want that specific contact to receive your invoices. Note that this does not trigger automatic invoicing.
''Send a copy'' optionsSelect any of theses options to have that contact be in CC whenever you're send any of the file listed above.