Contact records contain the general information for the Contact and their relationship to the linked Company. Users may link related Contacts, track Contact Activities, and view Sales Opportunities related to a Contact
Add to a new Customer record:
- Go to Sales > Customer and click the ADD icon
- In the New Customer Name window that appears, type a Customer Name and click OK
- In the newly created Customer form, in the Contact No field, start typing a Contact name. If the Contact already exists, they will be displayed and you may select them. If they do not exist in the system, click the Add option in the Contact field drop down menu. The Add Contact form will open and you may fill in as many details as you wish for the new Contact
- Click the Save button on the Add Contact form / Save icon on the Customer record
Add using the Contacts tab of an existing Customer record:
- Go to Sales > Customer and search for a Customer record
- Click the Contacts tab, then click the ADD icon
- In the new record, enter the Contact details
- Click the SAVE icon