Site Contacts
Use the Site Contacts screen to manage contacts for the selected site, and all contacts for the associated customer.
Field/Button |
Description |
---|---|
Site contacts |
All active contacts associated with the current site will appear in this listbox. |
Add Contact |
Click this button to search for a contact to add to the site. If this is the first contact assigned to the site, it will automatically be set as primary. |
Edit |
Click this button to edit the selected site contact. |
Set as Primary |
Click this button to designate the site contact as the main point of communication, and a green check mark will display adjacent to the contact's name. |
Remove |
Click this button if you wish to disassociate the contact from this site. |
|
Click this button to send an email to the selected site contact. |
Down arrow |
Click this button to add the highlighted site contact to the customer. |
Up arrow |
Click this button to add the highlighted customer contact to the site. |
All contacts for this customer |
All active contacts associated with the current customer will appear in the listbox. |