How To Add a Contact to a Customer?

You can add a new contact to your customer by following the steps below.

1.  Navigate to Customers.

The Customers page is displayed.

2.  Click the name of the customer to add a contact.

The customer details page is displayed.

3.  Click the Contacts tab.

The contacts section is displayed.

4.  Click Create new contact.

The Create new contact dialog is displayed.

5.  Enter the necessary contact details in the fields provided ensuring that you have entered information into the mandatory fields. 

6.  Click Save Changes.

The contact is added to the customer.

Note: You can also edit or delete the contact.  To edit, click the Edit button in the row of the contact and make changes.  To delete the contact, click the Delete button and confirm the deletion.

Note: You cannot delete the primary contact for a Customer, if you want to delete the primary contact for a Customer you will need to change the primary contact first. For more information, refer to How to Change the Primary Contact?