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    Primary Contact
    • 12 Jun 2024
    • 1 Minute to read
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    Primary Contact

    • Dark
    • PDF

    Article summary

    Contacts can be created on Vendor and Customer Records by clicking the 'Primary Contact' link next to the selector. This will open the Contact form where the Contact can be entered and saved.


    Contact Form

    If the Contact was created from an existing Vendor or Customer, select the Vendor or Customer in the 'Company' field. Enter the remaining information and save the record.


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