General Questions

General Questions

If you are not sure where to ask your questions or you have general questions about the entire system in general, here is where you can ask.  If you have suggestions, questions, or problems, ask away or tell us your comments.

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  1. I am trying to complete an aif but I can’t seem to figure out how to change main contact name of a company.

  2. Hi Terri, you said change main contact. To change the name of the contact, go to the person view, edit the information, then save. But I’m assuming you already knew that. I think what you’re having trouble with is how to change the person attached to the quote so the right person in a company with many people prints on the AIF form. There is a Change Person button on the Quote View, simply select which person, it saves automatically. here is a picture for you. Changing the Person on a Quote

  3. thank you. Brad helped me find that button. I looked everywhere for it and for whatever reason I overlooked it. I appreciate your quick response.

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