Adding a Contact to a Customer

The following helpsheet explains how to add a contact to an existing customer from within the customer database.

STEP 1 

Under 'Main Menu,' select 'Customers'.

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STEP 2

Select the customer you want to edit and either double click on them or click the edit button ( ).

STEP 3

Select the 'Contacts' tab in the Change Customer window.

STEP 4

Hit the [+] plus button to add a new contact, which will bring up the following window:

STEP 5

Fill in the details for the new contact and click the flag icon at the bottom right.

STEP 6

The contact details will now be affiliated with the respective customer.