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.

E-Mail

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.