(Order/Billing/Ship-to) Contact

Specify the order contact's name, the billing contact's name, or the shipping contact's name.

On the Customers or Multi-Site Customers form, specify the name of the person who is usually the contact for orders in the Order Contact field. This name defaults on orders generated for this customer, but can be overwritten for any specific order. In the Billing Contact field, specify the name of the person who should receive invoices.

On the Customer Ship-Tos or Multi-Site Customer Ship-Tos form, specify the name of the person who serves as the contact for that Ship To address.

On the Estimates form, specify the contact name for the estimate.

On the Customer Orders form, the Ship To Contact name is a read-only field that is derived from the Customer Ship-Tos form, Contact field. The Bill To contact name is a read-only field that is derived from the Customers form, Billing Contact field. The Contact name defaults from the Customers form, Order Contact field, but it can be updated for a specific order without affecting the Ordering Contact field in the Customers form.