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Adding Assets - Contacts Tab

Last updated: Thu, 27 Apr 2017 19:05:46 GMT
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Adding Assets - Contacts Tab

Under the Contacts tab, add one or more vendors or customer contacts.

1.     Click the red  to remove a contact from the asset.

2.     To associate a new contact with that asset, click Add Contact

3.     Type the contact’s name and matching results appear. Click the desired result.


Note: If the contact is not in the database, go to the Vendors section of the Asset Admin module to add a vendor. See Administrative Functions below.


4.     Choose a contact type category from the drop-down menu.

5.     Click Save to save any changes. Click Cancel to exit without saving changes.


Figure: Edit Asset Screen - Contacts Tab



Related Topics

Adding Assets


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