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14.26 How to add Contacts to a Business to Business Customer File

Apr/1/2007


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To add a Contact to a Customer file click the Personnel icon  in the main Customers toolbar. A window will open where you will either see any existing personnel and icons available to add new contacts to a Customer.

To add a new contact to a customer click on the New Employee icon  in the toolbar below.

A window will open for you to add the remaining details for this contact. Basic information from the main Contact information screen of this contact will pre-populate in this section for this contact.

The view of this screen is below.

Once you have filled in your information and saved your changes your new contact will be listed under the Personnel section of this Customer.


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