Adding Customer Contacts
From a Customer Account
- Click on the Sales menu.
- Select Customers.
- Click on the Customers tab.
- Type in the Company name in the Company box.
- Click on the correct Company.
- Click on the Contacts button to show existing contacts.
- Click on the blue Add Person button.
- Complete all required/desired fields. Click in the boxes for drop down lists.
| IMPORTANT: Unity Sites- click on your site and click again to add another site - the contact will only be seen on the sites added here. |
- Click Submit.
From a Quote
- Click the Contact + button.
- Complete all required/desired fields. Click in the boxes for drop down lists.
- Click Submit.
- Complete the required/desired fields of the Postal Contact Address. Click in the boxes for drop down lists.
- Click Submit.