Adding Customer Contact Information
To add customer contact information, complete these steps:
1. Add an account or search for an account, as described in the previous topics.
2. In the Customer Contacts section, click the Add button. The Add/Edit Contact dialog box opens.
3. Enter in a Name and Title for the customer contact. If applicable, enter in general instructions, or any other relevant information, regarding the contacting of the individual. The OK button becomes enabled.
4. Click OK to add the customer contact information to the database or Cancel to avoid adding the information.