DH Order - Contact Roles

Overview

Updated 07/07/2021
 
The Contact Roles item in the DH Order section contains all of the contacts linked to either the order, customer or candidates for a DH Order. 

 
 
Field Description
Name Name of the contact.
Title Name of the position held by the contact.
Role The role that this contact has for this order. 

Contact Displays the contact method value (i.e. phone number, email address, etc.)
View Provides a jump button to view the summary item of the contacts page.
Status Indicates the contacts status (i.e. active, inactive, etc.)
Property View and set the portal properties for a contact. 

 

 

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