Client Contact Portlet

The Client Contact portlet shows the name, email address, and phone number of the designated contact person by the client. The system sources this information from the contact record when populating the details on the portlet.

The phone number shown on the portlet sources the value from the Main Phone field of the Contact record.

A contact represents people or companies that you deal with in the daily activity of your business. To create a contact record, read Creating a Contact.

You can associate contacts to a vendor, or customer records on the Contacts subtab to view their contact information. See Associating a Contact with a Record.

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General Notices