SSF Ops — Simple Smart Field Services Operations

SSF OPS WIKI

Edit site contacts

Organization · Company administrator · Available

Update primary contact, supervisor and consultant details on the site.

Illustrative demo image of Edit site contacts
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Sign in with a role allowed to access organization.
  2. Open Organization and choose Edit site contacts.
  3. Review the customer and company site context where this function uses them.
  4. Complete or review these controls: Primary contact, Supervisor, Consultant company, Consultant phone.
  5. Update primary contact, supervisor and consultant details on the site.
  6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

  • Primary contact
  • Supervisor
  • Consultant company
  • Consultant phone

Guide updated 2026-09-27. Release changes must update this page and its image together.

Edit site contacts | SSF Ops Wiki