Contacts
Entering Contact Details
Contacts for selected customers are managed under the Contacts tab. This is where you can view all existing contacts associated with a specific company or customer. If you need to add a new contact, you can do so directly from this window. The process is simple: clicking the “Add New” icon will open the Contact Details screen, where you can input additional personal details for the new contact, such as their name, job title, phone number, and email address, etc.
Once you have entered all the necessary information in the Contacts Screen, click the “Save” icon to store the new contact. After saving, the system will automatically return you to the Contacts tab where you can see the updated list of contacts associated with that particular customer.
This process allows you to easily add and manage contacts for each customer, ensuring all relevant personnel are properly listed and accessible for future reference or communication.
