Adding Contacts to a Service/Maintenance Contract
To add contacts:
1. Locate the Service/Maintenance Contract by searching in the sidebar or from a list view in Service/Maintenance Contracts tab. Click the contract name to which you want to add contacts.
2. In the Entitled Contacts Related List section, click New. The Service/Maintenance Contract name is automatically populated in the screen.
3. Enter the contact name. You can also use the Lookup icon to find the contact record.
4. Enter Number of Work Orders (if applicable).
5. Enter any additional Notes (if applicable).
6. Click Save to add the contact information.
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A Service/Maintenance Contract can support an unlimited number of contact records. Repeat the above steps for each contact you want to associate with the service/maintenance contract. You can also click Save & New after creating a new service/maintenance contract contact record.
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