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Create a Customer Contact

Create a Customer Contact

 

  • 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. 

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2. In the Client text box, type in the customer's name that you wish to assign a contact then click on Search.

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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 utilize the search function to search your contacts if you have many.



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