How to set primary contact during order creation?

This article describes the steps to select the contact person for a sales order in COMPAS Go. 

1. After adding line items, negotiating the price and adding the shipment details, the user is navigated to the following page on clicking the "Review & Submit" tab as shown below.

2. In the order submission acknowledgement page, Customer Order Contact is available to be entered. Follow the steps to select or enter new contact information.

• Start typing in the text field with the name or email id of the contact to be assigned
• The matching contacts will be shown in the text field. If the contact is available in the list shown, select the contact to be assigned as the primary contact for this job.
• If there are no matching contacts with the entered details, there is an option to create a new contact

• Click on create new contact and enter the details to be added as a new contact and save
• The new contact will be saved and linked to the selected job
• Click on contact card in the actions menu to view the contacts associated with a sales order