Create a Customer Contact

Owned by Sandra Petrovic
Last updated: Mar 21, 2024


  • 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.