Symbient Opta User Documentation
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Contacts for Customers

Prerequisites: Customers
Alternatives: None See Also: Create Contacts
Delete Customers
Search Customers

  1. When the Customer Contact entry screen opens, fill in all the required information along with options information and click Save.
  2. Information will be same as Create a Contact except:
    • Customer (Individual Customer Contact)
      • This will be the Individual Customer and is defaulted.
    • Company (Company Customer Contact)
      • This will be the Company Customer and is defaulted.
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