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- Find
Select Find to open the Service Contact Management window where you can use the lookup fields to locate the contact. See Searching for an existing contact. - Location
Select Location to view locations the contact is assigned to. If this is a new contact, no locations will be assigned to it. - Contract
Select Contract to view maintenance contracts the contact is assigned to. If this is a new contact, no contracts will be assigned to it. - Group
This button is used with Customer Connect. - Mass Assign
Select Mass Assign to open the Mass Assign Contacts window. You can mass assign or unassign the contact to locations and/or contracts. See Assigning contacts to locations. - Print
Select Print to open the Print Contact List window. You can print all contacts or a range of contacts and can choose from the following reports:- Summary - Prints the basic contact information including the name and address.
- Detail - Prints all of the contact information including the name, address, phone information, and email address.
- Labels (2 column) - Prints the contact address information in a two column label format.
- Labels (3 column) - Prints the contact address information in a three column label format.