Adding Customer Names

Anthony Neumann

May 12, 2017 20:59

Being able when either in the schedule or bid section when adding a bid if you already have the customer in your database but there is a new contact being able to add the new contact from this page.  Right now we need to go back to the customer tab to add new contacts within an existing customer.

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  Permanently deleted user

  December 07, 2017 17:19

  Hi Anthony, 

   

  We have recently added this feature in the program. You will be able to add a contact for the customer in the 'bid' or 'schedule' view by clicking 'Edit' in the bid, then the small blue plus sign above the contact drop-down. 

  To view your updates:

  - Enter in the contact information

  - Click Update 

  - Click out of the bid 

  - Re-enter the bid (the new contact will now be in the drop-down menu) 

   

  We are working to make this update more efficient in the future, 

  Thank you!

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