You can view, add, edit, and/or detach the customer location contacts.
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Viewing location contacts
- To view the location contacts, choose a customer in the Customer Hub.
- In the details section of the Customer Hub, choose the Contacts tab.
Add a contact
Edit a contact
Detach a contact
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Available data columns
The default columns that display are:
- Contact Name
- Local/Agency
- Role Type
- Phone Number
- Organization
- Quick Note
- User_Define_5
- Email Address
There are no additional columns to display.