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- Customer Contacts
- Sales >> Setup >> Customers >> Open the Customer Record View >> Contacts Tab
- Customer Address Contacts
- Sales >> Setup >> Customer Addresses >> Open the Customer Address Record View >> Contacts Tab
- Sites
- Sales >> Setup >> Sites >> Open the Sites Record View >> Contacts Tab
- Carriers
- Sales >> Setup >> Carriers >> Enter data directly on >> Open the Carriers List ViewNote: For the Contact Type Group “Carrier”, the information saved to the Carrier records on the master file currently save to the Contact Type “Shipping”, if you need Carrier Contact Types of BOL and Picking, please contact our Support desk who will be happy to assist with this.Record View >> Contacts Tab
Report Distribution
Once the reports are deployed and contacts are setup, Report Distribution can be configured. To do this navigate to Company >> Configuration >> Report Distribution. This page displays all the available Contact Type Groups and each Contact Type within the group as well as the rules to configure. To configure a distribution rule, click the Configure hyperlink under the Report Distribution Rules column next to the corresponding contact type.
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