How to Add a Contact
Adding a contact to your customer list is a simple process that can be done in just a few steps. This article will guide you through the two primary ways to add a contact to your customer list.
Method 1: Adding a Contact through the Customer Page
If you want to add a new contact to an existing customer, you can do so by navigating to the specific customer page. Once you are on the customer page, follow these steps:
Go to the Primary Contact section and click "View All"
Click the "+ Add New Contact" button at the top of the drawer
Input the relevant information and press "Submit
Method 2: Adding a Contact through the New Order Page
If you are creating a new Order and want to add a new contact to the system, you can do so by following these steps:
Click "+ New Order" at the top of the screen
Search the customer whom you would like to add a contact to
Select the "Switch or Add Contact" button on the Customer's card
Click the "+ Add New Contact" button at the top of the drawer
Input the relevant information and press "Submit
And that's it! You have successfully added a new contact to your customer list. Remember, when you add a customer, a contact is automatically created. However, if you want to add additional contacts to a customer, you can use either of the two methods mentioned above.
If you have any further questions or need assistance, please don't hesitate to reach out to our support team. We are always happy to help!