Overview
The “Contact” tab allows you to list multiple points of contact for a Customer, rather than adding multiple people on the profile screen. Once added, you can view the contact information at a glance, as well as click each contact to view each associated Note.
Detail
In Order to enter a contact, follow the below steps:
-Click on the contact tab
-Right Click and select add contact
-Type the name of the contact
-Enter any additional information
-Click the save button on the top toolbar
Add Comment