Site Contact Options
When generating or updating a quote for a customer you can add the contact details of the person who is going to be on-site into the 'Site Contact / Receipt To' field. Along side this AGG SMART has some built-in features which help you to speed up the entering of these details which are outlined below:
Send Option
Click the 'Send' button and it will highlight it with a green background. With this option selected, the on-site contact email will receive a summary of the quote via email.
Save Option
Click the 'Save' button and it will highlight it with a green background. With this option selected, the on-site contact's details will be saved in the contacts list against this customer for future use.
Select Option
Clicking the 'Select' button opens a pop-up window with a list of all contacts for this customer. Using this screen you can easily search for, and copy the details of, a previous site contact.
Copy Option
If the 'Site Contact' details are the same as the customer details entered at the top of the quote then you can click the 'Copy' button to automatically populate the 'Site Contact' details, which saves typing them again.
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