Contact Management in Kaseya Quote Manager | Scribe

    Contact Management in Kaseya Quote Manager

      Any Contacts you add here, will also appear in Autotask.

      Navigating to the Contacts List

      In [[Organizations]], find the company you want to manage.

      Adding a Contact

      Under Contacts, select [[Add]]
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      Enter the details, then press [[Save]].
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      This won't automatically invite the Contact, this will need to be done separately,

      Edit/Remove Contact

      This won't make any changes to the Autotask Contacts.
      Click on [[Edit Contact]]
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      Make your changes and [[Save]] or [[Delete Contact]]
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