Add or remove a contact

Can I do this task?

1. In the Navigation Pane, click Sales, and then click Quotes.

   - OR -

   In the Navigation Pane, click Sales, and then click Orders.

   - OR -

   In the Navigation Pane, click Sales, and then click Invoices.

2. In the list of quotes, orders or invoices, open the record you want to add a contact to.
3. Under Details, click Other Contacts.
4. On the Actions toolbar, click Add Existing Contact.
5. In the Look Up Records dialog box, search for and select the contact records you want to add to the quote, order or invoice, and then click OK.
6. Click Save or Save and Close.

Tip

Note

To remove a contact from a quote, order, or invoice, follow steps 1, 2, and 3 above to navigate to the appropriate area. Select the contact or contacts you want to remove, and then on the Actions toolbar, click More Actions, and then click Remove. In the confirmation message, click OK.