Create a Contact: Difference between revisions

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(Created page with " A Contact is someone working with an Organization that we interact with. Note that we don't invoice a contact. A contact can be included in discussions and even approve quo...")
 
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[[Category:CurrentRMS]][[Category:How To]]


A Contact is someone working with an Organization that we interact with.  Note that we don't invoice a contact.  A contact can be included in discussions and even approve quotes, but the invoice will always be to an organization.
A Contact is someone working with an Organization that we interact with.  Note that we don't invoice a contact.  A contact can be included in discussions and even approve quotes, but the invoice will always be to an organization.


* [https://youtu.be/CdO9ftVL4sY How to add a Contact]
* [https://youtu.be/CdO9ftVL4sY How to add a Contact]

Latest revision as of 06:24, 11 August 2020


A Contact is someone working with an Organization that we interact with. Note that we don't invoice a contact. A contact can be included in discussions and even approve quotes, but the invoice will always be to an organization.