Adding a Contact to a Customer

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

 Under 'CRM,' select 'Customers.'


Select the customer you want to edit and either double click on it or click the triangle

Select the contact tab in the change customer screen

Hit the plus button to add a new contact

Fill in the new contacts details and click the blue checkmark on the bottom right

The contact details will now be affiliated with the respective customer