The Contact Summary page lists the general information of a customer. The main purpose of this page is to serve as a customer's overview. This page cannot be edited.
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Click to modify other tabs of Customer Display. | |
Click to save an new customer entry after creation or to apply any modifications made on the other Customer Display tabs. | |
Click to terminate any modifications made in the other Customer Display tabs. | |
Click to create an estimate for a project of this customer. When you click on this button, you are taken to a new page. For a description of the page, click here: Quote Create. | |
Click to create a project of this customer. When you click on this button, you are taken to a new page. For a description of the page, click here: Project Create. |