Contact

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

Open