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- Setup the Contact Types you want to use - note you can skip this step if this is already setup in your system.
- Navigate to the role
- Setup a role of type "Alternate" - these are the only types used at Contacts
- Navigate to the role
Adding a contact to a debtor
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- Correspondence - when sending out emails you can ask the system to send to all person with role of "Accounts" for example at the company - see correspondence Training
- For example when Invoices and statements are sent to contacts with the role of "Accounts"
- Perishable goods
- Orders for customers with Departments - when an order is being created for a customer who has multiple departments then the contact with the sales role at that department is put on the sales order see Perishable Goods sales order training
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