To Add a Contact:
Step Action
1. Select {Settings} and then select {Budgets} under Customers. The Budgets View
page will open.
2. Select {Add} under Contacts. The Add Contacts modal will open.
3. Check box on left-hand side of Name for each contact to be added.
4. Select {Add}. A pop-up window will confirm selected contacts have been added to
the budget.
To Remove a Contact:
Step Action
1. Select {Settings} and then select {Budgets} under Customers.
2. Check box on left-hand side of Name for each contact to be removed.
3. Select {Remove}. A pop-up window will confirm action to remove the selected items.
4. Select {Ok}. A pop-up window will confirm the selected contacts have been removed
from the budget.