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1. Choose Cards > Service Management > Service Manager.
2. Select a customer and zoom on the Location Address ID field. The Location window opens.
3. Choose the Contacts button. The Location Contacts window opens.
4. Choose Add Local. The Service Contact Management window opens with the customer ID defaulting into the Customer filter field. You can enter additional filter criteria if needed to narrow the displayed contacts.
5. Right-click on the contact name and select Add Contact.
6. The Service Contact Management window closes and the contact is added to the Location Contacts window. 

Detaching an

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agency or local contact from a location

1. Choose Cards > Service Management > Service Manager.
2. Select a customer and zoom on the Location Address ID field. The Location window opens.
3. Choose the Contacts button. The Location Contacts window opens.
4. Select a contact and then click Detach from the menu bar.

5. Select Detach to confirm that you want to remove the contact. 

   Note
   The contact is still available as a master contact, just that the contact is no longer assigned to the location.

   
   

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