Customer Explorer: Site Contacts |
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The contacts tab will store each contact person, details and notification settings associated with this site. Once contacts are created, a primary contact can be designated in the site details. Also see Related Tasks.
- Populate the name and contact fields as applicable based on the column header.
- Enter an email address in order to utilize the email notifications.
- Site Contacts will have a check mark in the Site Contact box.
- If a Customer Level contact has been Shared with Site, the Site Contact box will be empty.
- Select the notification types to be emailed to this contact. For instance, if the contact will be emailed invoices, include an email address and check the box for Invoice.
- Select the Document Type to Attach To Invoice, if any.
- Click Save.
Once a site contact exists, a primary contact can be identified for this site. Primary Contacts will be indicated in Blue in the contacts grid.
- Click the Primary Contact drop down.
- Select the contact to be identified as the Primary.
- Click Save.
Primary Contact will be shown blue in the Site Contacts grid.
