How to Add Contacts to a Customer

OnTime Programs, Apps, and Portals > OnTime Management Suite
In situations where there are multiple contacts at a single customer's location, these contacts can be individually listed under a customer record within your OnTime account. Contact entries can be assigned a unique name, phone number, and email address. When placing an order using the OnTime Dispatch application, you can select a contact using the Requested By field, which is available after a customer has been selected. Contacts can also be assigned their own credentials to log in to the OnTime Customer Web Portal.
Follow these steps to add contacts to a customer record:
  1. Open the Customers view in OnTime Management Suite.
  2. Open a customer record.
  3. Select the Contacts section on the left side.
  4. Click on the New button to begin creating a new contact.
  5. Click the OK button to save the entry and repeat this process for any additional contact entries.
Article ID: 111, , Modified: June 28 at 10:05 AM

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