Customers & Sites
Manage customer records, contacts, and service locations
- Managing CustomersCreate, edit, search, and organize customer records in Forz.
- ContactsCreate and manage contact people linked to customers, sites, and jobs.
- Sites and LocationsCreate and manage service addresses (sites) where field work takes place.
- Creating New ContactsCreate a contact from the Contacts list and link it to a customer, vendor, lead, site, job, or project.
- Linking Existing ContactsLink an existing contact to a customer from + New → Link Existing Contact, choose a relationship type, and save.
- Contact ActionsEdit, merge and delete a contact, set which records it is the primary contact on, and unlink it from a record.