Step by step
- Open the customer. On the Sites, machines & contacts tab, click Add a contact under Contacts.
- Enter the Name (required) and Job title.
- Choose a Site, or leave All sites.
- Fill in Mobile, Phone and Email.
- Press Add contact.
Works together with
- Sites and contactsA site is an address where machines are; contacts are the people you deal with. Both are on the customer page, tab Sites, machines & contacts.
- The customer pageOne page per company, in tabs: sites, machines and contacts (or, for a client, their customers and machines), jobs and quotes, contracts and invoices, and company details.