Managing HQ Contacts

HQ Contacts stores contact records used primarily by Service Management on service sites and work orders, as well as by Accounts Receivable customers, Accounts Payable vendors, and Project Management firms.

Before you start

• Have contact name, phone, and email details.
• Create contacts in HQ Contacts before assigning them to Service Management customers, service sites, or work orders.

Steps

1. Open HQ Contacts.
2. Enter required contact fields.
3. Assign the contact to the appropriate service site, work order, customer, vendor, or firm as needed.
4. Save.

Notes

• Out-of-date contacts cause service communication problems.
• Contacts can be shared across multiple companies within your organization. Use HQ Company Setup Additional Info to configure group-based sharing for contacts across companies.