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how to create a "Billing Contact" Role

edited Dec 23, 2019 10:55PM in Accounting / ERP 2 comments

Hey, Hi, All,

I was just searching & not finding (so I thought I would post here) for how to create a new "Role" for the Customer (ie: not a permissions Role for users) and can not see where to create this. The defaults are: Decision Maker, Primary Contact, Alternate Contact, Other. I need to make a new one called "Billing Contact". Has any one been able to pull this off?

Thanks so much.

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