Contacts tab

This section is for adding additional contacts to the client. For example an engineer or architect that this particular customer works with normally, or a project manager within that customer's office, or even a payables clerk for that customer. If you have entered an email address for the contacts within a customer you can simply hit the email link beside the contact and it will start a new email message using your default email application. This section can view by every Pimarc user. The New Contact button and edit icon are only available for Level 5 users or up.

To change primary contact: Choose the primary contact you are going to change and click the check box. It will show a check mark on it. This function is only available for Level 5 users and up.

To add a contact:

1. Click the New Contact button to open the "add contact" window.
   
   
2. Fill in the contact information.
   
   
3. Click the add button to add the new contact. You can add as many contacts as you wish.
   
   

To edit contact:

1. Select the contact you want to edit and click the edit icon beside it.
   
   
2. Modify the contact information in the edit contact window.
   
   
3. Click the update button to save the updated the contact info.
   
   
4. Click the delete button to delete the contact; you will not able to delete the primary contact.