Save Contact Information from a Job to the Address Book
Save contact information you entered for a job or repair facility to the Address Book for later use.
Note: Contacts are managed in the Address Book (see Add and Manage Contact Information in the Address Book).
How to
Save Customer Contact Information from a Job to the Address Book
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Access the Contact page in one of the following ways:
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On the Job Overview page, click the Contact card.
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When creating a new job, the Contact page appears when you click + Job.
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On the Contact page, click Save to Address Book.
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If a duplicate contact exists, the Verify Your Contact Window appears. Do one of the following in the window:
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Overwrite an existing contact with new information: Select which set of address information you want to use, then click Override Existing Contact.
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Create a new contact: Click Save New Contact.
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Access the Insurance page in one of the following ways
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On the Job Overview page, click the Insurance card.
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When creating a new job, the Insurance page appears when you complete contact and vehicle information.
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On the Insurance page, scroll down to the Repair Facility section.
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In the Repair Facility section, click Save to Address Book.
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If a duplicate contact exists, the Verify Your Contact Window appears. Do one of the following in the window:
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Overwrite an existing contact with new information: Select which set of address information you want to use, then click Override Existing Contact.
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Create a new contact: Click Save New Contact.
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