Client Site Contacts Tab

The Contact tab enables you to attach one or more Contacts to a Site for informational and reporting purposes.

Important Fields:

Contact Id:
Enter a valid Contact Id (or double-click to select from a list). You may create as many lines as needed to accommodate all contacts. The display-only Name, Firm, Email and Phone number fields will default from the Contact record.

Contact Type Id:
This optional field defaults from the Contact record but may be changed by the user if needed.