Entering Customer Contacts

Access the Customer - Manage {Customer Name} form. Select the Contact and Partner tab and then click the Contact link.

  1. Find and select the contact whose information you want to view or modify.

  2. On Contact - Manage {Contact Name}}, view or modify contact information and then save or undo any changes.

    See Managing Contacts.

  3. To delete a contact record, select the contact and then click Delete.

  4. To add a new contact, select a blank row in the grid and then enter the contact information.

  5. When you are finished entering or modifying contact information, click Save Changes.