This option lists the contacts of all clients configured in your Billdozer system. It is typically used to quickly locate a specific client’s contact details.
To help locate a specific contact person, you can filter the displayed contact persons by Account Number, Client Name, Contact Name, Reference Number, or Email column – see Common Tasks/Filtering.
Contact Persons are listed under the following headings:
- Actions – Provides a link to View Contact Person (information, addresses, contact persons and client notes). Also allows you to Cancel, Suspend or Activate the selected contact person.
- Account Number
- Client Name
- Contact Name
- Reference Number