To link a contact to the DMS, hover your mouse over the customer sales order and invoiced client columns and double click on the
.
A window with the contact information will open.
Check the information and click on Search.
One or more contacts will be displayed according to the criteria indicated. If your contact is displayed, you can then select the line in the list and confirm.
If the search does not return any results, you can create your contact by clicking on New DMS Contact. Once a customer is linked to the DMS, the columns display the DMS account number first and indicate that the customer is linked.
