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Managing HQ Contacts

HQ Contacts stores contact records used primarily by Service Management on service sites and work orders.

Before you start

  • Have contact name, phone, and email details.

Steps

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

Notes

  • Out-of-date contacts cause service communication problems.