• Navigate to a Customer Screen
    • Navigate to SALES » Customers » Customer List » [Choose a Customer].
    • Scroll down to the Contacts section.
  • Add Contact
    • Click on the Add Contact button below the contact section.
    • Fill out relevant fields (first name, last name, email, etc.)
  • Edit Contact
    • Hover over the contact row that you want to edit.
    • Click on the Pencil icon to the right.
  • Delete Contact
    • Hover over the contact row that you want to edit.
    • Click on the X icon to the right. Press OK.

WANT TO KNOW MORE?

We want to help you take your company to the next level with Cetec ERP.

What would you like to do next?