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. 

Open

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

Open

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.

Related articles