Add a Contact to a Company

In Real Scheduler, when we talk about “Contacts” we are just talking about people. People work at companies, whether there role is president or cafeteria worker, it can be important to have their information so that when your filed techs at on site, they know something about who works at that company. When you are in the Company detail screen and want to add a Contact, here are two ways to do that, depending on whether a record for that Contact already exists.

 

PW

 

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