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3.4 Contacts and buildings

Changes to contact and property preferences

Written by Luc Tremblay
Updated over 10 months ago

Contacts and buildings

The customer number can be displayed next to the name.

(A) Select the appropriate title for the customer. To create a new one, click on the + on the right.

(B) Select the warranty type appropriate for the customer. To create a new one, click on the + on the right.

(C) The Other fields tab lets you add a new customized cell to the customer's file. To create a new one, click on the + on the right.

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