Contact Roles


Big Business includes Contacts which are linked to Customers or Vendors to handle a few basic functions:
• you can list Ship-To Addresses for a customer for easy selection
• you can list Email Addresses for a customer for easy sending of PDF's

Contact Roles are checkboxes that let you set a Contact as:
• Refundee - to set a Mailing Address for Refund Checks
• Email Statements - to set an Email Address for Emailing Statements

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Related:

  Chapter 202 New Features

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