Adding or Editing Contact Information

Administrative information plays a key role in the workfile. The program requires you to enter much of this data before you will be able to lock an estimate.

To view or edit contact information

  1. Open or create a workfile.
  2. Select the Contacts tab.
  3. Enter the information in the appropriate fields.

To add a new contact

Overview

Workfile - Contacts Tab

Screen Description

Contacts Tab Screen

Select Customer Screen

 

 

 

 

 

 

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