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Contact
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
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