Customer Edit - Contacts

Use the Contact tab to enter points of contact for your customer.

1. In the Contacts area, click New.  You are presented with the New Customer Contact dialog box.

2. In the Name field, type in the name of the contact associated with your customer. Name is the only required field on this screen.

3. Complete any of the optional fields in the dialog box to record pertinent information for your contact.

4. If you want this contact to be associated as the Primary Contact for this customer, select the check box next to Primary Contact.

5. Click Save.

   Your new contact is added to the customer record.