Customer People

Customer People Tab

Overview

The Customer People tab lists all the contacts that you use at a customer.

Customer_People_overview

Click the Add button to add a new contact to the customer people list. The “Type” of contact can be defined by the “Maintain” menu at the top of the Fab Pack window. Select ¬†“Person Type” and Add the type of contact you require (for more assistance select the Help option on the Maintain menu).

Customer_People_Add

You can amend a person’s details by highlighting¬†the person and clicking on the Edit button or double-clicking on the person.

Customer_People_Edit

You can remove contacts by clicking on the Remove button.

Customer_People_remove

Contacts that are removed can be viewed by ticking the “Include people previously removed” box.

Customer_People_include_removed

 

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