Adding Customer Contacts
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(Difference between revisions)
(New page: #For a new customer, on the '''File''' menu click '''New Customer'''. Once you enter information into the '''General tab''', click the '''Contacts tab'''.<br>For an established customer, c...) |
(New page: #For a new customer, on the '''File''' menu click '''New Customer'''. Once you enter information into the '''General tab''', click the '''Contacts tab'''.<br>For an established customer, c...) |
Current revision
- For a new customer, on the File menu click New Customer. Once you enter information into the General tab, click the Contacts tab.
For an established customer, click Customer Search and perform a Customer Search to open the Customer Detail Information window already set up for this customer.
Then, click the Contacts tab. - To add a new contact, click Add, then click in the text cell and type a new contact record manually.
- Click Save.
- Click Escape to close the window.
The Contacts tab of the Customer Detail Information window acts as a notepad; although the system does not add these names to your customer database, your employees can check this area if someone is attempting to charge to a house account that is not under this person’s name.
Back to Customer Maintenance
