Add Contact or Contact Information to Customer

Overview

Contacts and contact details can be created to enhance customer information to efficiently manage business operations.

Benefits

Accurate contact details will streamline interaction with associates and clients.

Specifics

How to add a Contact or contact information detail

1. Navigate to Sales-Customer
2. Highlight the customer by Left clicking on their name one time in the customer list or use the filter function to select the customer you wish to work with.
3. On the lower right hand side of the screen you will see "All Contacts" and the customers’ phone numbers and any contacts that are already in the system.

To add a new contact person:

• Left click anywhere in the "contact" area
• Choose Add New Contact Person

• Enter in the contact’s information and select Save.

• Left click the contact's name from the list to highlight it. 
• Right click to choose Add New Contact Entry.

• Add the contact's phone number or email address.