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How to create and edit a product contact

This guide explains how to create or edit client contacts for a product and assign default estimate and invoice contacts.

Step by Step Guide:

    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.

    8. Click SAVE.