Customer File - Contact
Options | Description |
|---|---|
New | Add 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. |
Modify | Select an existing contact listed in the table, than click the ''modify'' button. |
Delete | If 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 | 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 default | At 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'' options | Select any of theses options to have that contact be in CC whenever you're send any of the file listed above. |