Add various contact roles:
Facility Contacts
Primary Contact:
– Name: John Smith
– Role: Facility Manager
– Authority: Approve all work
Maintenance Supervisor:
– Name: Mike Johnson
– Role: Day-to-day operations
– Authority: Approve up to $1,000
Accounts Payable:
– Name: Sarah Williams
– Role: Invoice processing
– Email: ap@abcmfg.com
Emergency Contact:
– Name: Security Desk
– Phone: (555) 999-8888
– Available: 24/7
To add contacts:
- In Contacts related list
- Click New Contact
- Fill in details and role
- Set authority level
- Save contact
