Workfile - Contacts Tab

The Workfile tab provides the ability for you to enter, view, and edit contact information. Select the Contacts tab, and then enter party information in the appropriate fields.

Overview

Workfile Tabs

See Also

Adding or Editing Contact Information

Assigning an Estimator

Screen Description

Repair Order Workfile Screen

Opportunity Workfile Screen

Contacts Tab Screen

Select Customer Screen

 

 

 

 

 

 

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