By selecting the “Contact Information” drop down menu in the Basic Customer Record (CAD) (also known as a CR) portion, it shows the contact person's name, their number and notes for the CR.
Disclaimer: Any images in this article are intended to be used as a guide for educational purposes only and they may differ slightly from the Production Environment.
For more information on the CAD page's fields, their descriptions and their valid values, please click here.
Additionally, for details on the information provided in the Destination drop down menu and how to add or update its values, please click here.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.