Enter Customer Order Contact

Explanation

This activity is used to specify contacts for the Customer order.

Prerequisites

System Effects

As a result of this activity, customer contacts are entered for the customer order.

Window

Customer Order

Related Window Descriptions

Customer Order

Enter Contact for Customer Order

Procedure

1. Open the Customer Order/Contacts tab and create a new record.

2. Select the Main Contact check box if the current record is the main contact for the customer order.

3. Enter a person ID or select one from the List of Values. The contact name, phone number etc. will be automatically retrieved.

4. Optionally, enter a short note in the Note field.

5. Save your changes.