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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. 
    Maria Knowledge Base Template-Jun-13-2023-05-25-14-5169-PM
  8. Click SAVE or SAVE & CLOSE.