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Adding New Contacts
After clicking on the
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Adding Existing Contacts
After clicking the
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Set a Primary Contact
The Primary Contact is the person responsible for a given GLA and is required on GLAs. If the GLA is created without a Primary Contact, then when a Payment is created, the resulting Charge will not have an owner and cannot be billed. Primary Contacts are required for Service Fees. The Primary Contact is also used as the "Bill to" person on Invoices (although the address is actually the Billing address on the GLA). Setting this will route Billing to that Contact as well as aid in quick identification of the primary point of contact. Simply select the Contact that should be Primary and click the button. The Contact will now be set as 'Primary'.
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Edit Selected
Selecting the
From here, the User can modify the information associated with the Contact and save the information back onto the grid.
Delete Selected
Selecting theWorkers/Contacts grid, select the Contact to remove, and click the 'Delete Selected' button there.
button from this Grid does not delete the Contact entry it merely removes the association. To remove a Contact, navigate to the