Page Comparison

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1. Select a customer in the Customer Hub.
2. In the details section of the Customer Hub, select the Contacts tab.
3. Right-click on any contact and select Add Contact.
4. In the Contact Lookup window, enter the name of the contact (partial or full) to verify the Master Contact does not currently exist. If the contact does exist as a master contact, you can attach the contact to the location. See Attaching a Contact for more information.
5. Choose the Add Image Removed icon  icon to open the Contact window.
6. Complete the following fields:
   • Name (required)
     Enter the first and last name.
   • Local/Agency
     Select the contact type.
   • Organization
     Enter the name of the organization.
   • Role
     Select the contact's role.
   • Address 1, Address 2, City, State, Postal Code
     The address information defaults in from the Location however you can edit this as needed.
   • Primary Phone Number
     Enter the primary phone number.
   • Phone Type
     Select the phone type for the primary phone number
   • Email, Pin Number, Customer Portal Report Folder
     Provide the login information and application data if this contact is a Customer Portal user.
   • Quick Note
     Use the Quick Note window to enter notes and other information. Unlike attached notes created with the notepad button, a quick note is visible on the Contacts tab.
7. Choose Save.

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