Client Management – End-User Contact Info & Address Book

Within the client record, you can look at the end-user contact list and the contact information. Information such as contact name, position in the company, whether the user is a primary or secondary contact, phone, extension, cell phone, email address, location, sub-client, and department.

 This is where you can also give specific users elevated rights in Business Manager 365.

Client Management Module

business manager 365 client management module

See How It Works

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AC repair technician using Business Manager 365 on a tablet