- 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.
