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1. In Microsoft Dynamics, go to Microsoft Dynamics GP > Tools >Setup > Service Management > Module Setup > Service Options.
2. Mark Use Contact Management.
3. Mark the following options as needed:
   • Show Location Contact Fields
     Mark to display the Contact fields on the Service Call window.
   • Use Contact Call Sequence Numbers
     The Use Contact Call Sequence Numbers
   check box
   • checkbox is used when assigning local contacts using the Contact button from the Maintenance Contract window. If you mark this
   check box
   • checkbox, you can prioritize numerous local phone numbers attached to the same maintenance contract.
   • Auto Create Location Contact on Service Call
     Mark to automatically save the Location Contact information entered in the Service Call window to Contact Management as a local contact.
4. Choose OK.

Enabling Agency Contacts Addition on User Profile

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