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Adding Contacts

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Step 1:

Go to customer management
⦁ Select a customer account

Click on contacts

⦁ Click on the “+” icon to create a new contact

Step 2:

⦁ Proceed to add “First Name”, “Last Name”, “Telephone” and “E-mail”.
⦁ You can also select the default “Salutation” for the contact and fill in additional fields like “Position”, “Cellphone” and “Fax” numbers.
⦁ If the contact that is being added is the default or main contact for the selected Customer Account, then click on “Main Contact”.

Adding Contacts to existing Customers

Click on Save to finish.

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