Adding new Contacts to Existing Customers

Tyler MacDonald Updated by Tyler MacDonald

  1. Select Customers from the top toolbar

  1. Select your customer in the list provided, or use the search box

  1. The customer screen will appear, select "Show All Information"

After clicking "Show All Information", scroll down to "Contacts"

  1. In the Contacts section select + Add New Contact
    Fill in all the required information and select "Save Contact"

How did we do?

Merge Customers

Customer Contacts: Setting Primary and Billing Contacts

Contact