When a customer is selected it will open in edit mode to the Main tab (below). The Main tab includes the companies primary Bill-To Address and other details. A default Contact and Ship-To Address can also be assigned from the Main tab. The customer edit screen can also be accessed by clicking the blue "Customer" hyperlink from any estimate or job (the customer associated with that estimate or job will open).
2.6.2 CRM Main Print
Modified on: Mon, Jan 9, 2023 at 12:42 PM
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