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How To Manage Customer Contacts

Feb 26 2026

How To Manage Customer Contacts

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