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Action

Name

Description

Create Contact

You need to have the “Create contact” permission to see this button.

This action is to open the Create Contact form popup where you can create a new contact for the currently viewing customer.

To create a new contact, you need to fill all mandatory information which is marked with asterisk in the form

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Edit Contact

You need to have the “Update contacts” permission to see this button.

This button is to open the Update Contacts form popup where you can adjust information of the contact.

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Delete Contact

You need to have the “Delete contacts” permission to see this button.

This action is to completely delete a contact. Before processing this action, you need to confirm via a Confirmation dialog.