How Can We Help?
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”.
