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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 boxcheckbox, 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 Select OK.

Enabling Agency Contacts Addition on User Profile

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1. In Microsoft Dynamics, go to Microsoft Dynamics GP > Tools >Setup > Service Management > System Administration > User Profile.
2. Enter the system password.
3. Select the user.
4. In the Allow section, mark Agency Contacts Addition.
5. Choose Select Save.