Assign EditAJ Test — Screenshot Demo Job

Contact Profile

View Contact →

Name

EditAJ Test

Usual Role

—

Default Company

—

new-aj@example.com

A. Production Role

Their usual role is shown for reference. Changing their role on this job will not change their Contact profile.

Role on This Job *

Department Optional

B. Company for This Job

Company Override Optional

Selecting a company here does not change the contact's default company.

C. Job-Specific Contact Details

Leave blank to inherit this contact's profile values. Overrides here do not change their reusable Contact record.

Email Override

Phone Override

D. Contact Purpose

Primary Contact At most one per job. Setting a new primary automatically unsets the previous one. Production Contact Day-to-day production communication. Multiple people may hold this flag. Billing Contact Accounts and invoice correspondence. Multiple people may hold this flag.

E. Notes

Notes Optional