03-24-2023 11:07 AM
I recently ran into an issue, where I have customer record, but added a NEW Location with a NEW Point of Contact. I want to send the Job Booking Confirmation, but it sends it to the main contact info on the customer record...per location for us, there is usually a New point of contact. Is there anyway we can get this updated where we could EDIT who we are sending the booking confirmation to?
03-27-2023 11:27 AM
Hi @jenniferg,
When a new location is added to the customer profile, the Bill To is still the main contact so the system sends out the booking confirmation. You can still go to the profile, edit it and disable the notifications.
Let me know if I can help.