Clients

How to create and edit a product contact

Create or edit client contacts specific to the product and assign default estimate and invoice contacts for jobs assigned to it.

Steps: 

  1. Navigate to MASTER FILES > Clients.
  2. Select a CLIENT CODE.
  3. Click Products
  4. Select a PRODUCT CODE
  5. Click Product Contacts. 
  6. Click ASSIGN A CONTACT TO PRODUCT
  7. Enter or select a CONTACT
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  8. Click SAVE or SAVE & CLOSE