Adding Customer Contacts

From FloristWiki

1. 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.
2. To add a new contact, click Add, then click in the text cell and type a new contact record manually.
3. Click Save.
4. 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