If you are using the Contact Management feature, which is turned on in the Service Options window, the Contacts button appears at the top of the Location window. The Contacts feature is used to track people in addition to, or instead of, Contact Person 1 and Contact Person 2. For example, a company may need to track the building manager, janitor, office manager, and receptionist for each of its customer locations. Each contact person could have unlimited phone numbers attached to their contact record.
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- Choose Cards > Service Management > Service Manager.
- Select a customer and zoom on the Location Address ID field.
- Choose Contacts.
- Choose Attach Agency.
- The postal code defaults from the Location window. To further limit the data in the scrolling window, use the lookup window to select a role type.
- Double-click an agency contact in the scrolling window to attach it to the location. To detach an agency contact from a location, double-click the contact in the Location Contacts scrolling window. Choose the Detach button in the Contact Agency View window. See Creating agency contacts for instructions on setting up agency contacts.
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