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Contacts
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Action | Name | Description |
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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 | |
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. | |
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. |