Contacts Subtask

Use this subtask to enter, edit, and view contacts specific to each of the customer's addresses.

You can add new contacts for prospective and regular customers. For a prospective customer, all fields on this subtask are editable. For regular customers, you can add new contacts but you cannot update or delete existing or newly added/saved contacts.

Click New to begin adding contacts.

Contents

Field Description
Contact ID Enter a code that identifies the contact's information.
First Name Enter the first name of the contact.
Last Name Enter the last name of the contact.
Title Enter the title of the contact.
Phone Number Enter the primary phone number for the contact.
Fax Number Enter the fax number for the contact.
Other Number Enter any other phone number you need for the contact.
Email Address Enter the email address for the contact.
Comments Enter any comments that you want to record for the contact.