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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.

 

EditClick to modify other tabs of Customer Display.
Save

Click to save an new customer entry after creation or to apply any modifications made on the other Customer Display tabs.

Cancel

Click to terminate any modifications made in the other Customer Display tabs.

Create Quote

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.

Create Project

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.