- A contact refers to a person with whom you do business, and you assign these people to a customer.
Step-by-step guide
1. Navigate to the Contacts screen.
2. In the Client text box, type in the customer's name that you wish to assign a contact then click on Search.
3. Once you have located your customer, click on the customer name to open it up.
- Click into the Contacts tab and click Add Contact.
- Fill in all contact details including the contact name, position, work phone, mobile and email address.
- Once you have entered the data you can click Save.
- Your newly added contact should appear in the contacts tab.
- There is no limit to how many contacts you can hold against a customer.
- You can utilise the search function to search your contacts if you have many.
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