Adding a Contact to a Customer
Overview
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'.
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.