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Contacts Information

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To add or edit customer contact information:

  • Click the Contacts tab in the Customer window.

  1. Cust window Contacts tab

    The Contacts tab provides the following information:

    Contact Type

    Contact type for this person.

    First Name

    First name of the contact.

    Last Name

    Last name of the contact.

    Company Name

    Name of the company the contact works for.

    Phone Number

    Contact's main phone number.

    Email Address

    Contact’s email address.

    Contact Detail

    Detailed contact information for this person (see Adding a Contact for more information):

    • Contact ID

    • Title

    • Name

    • Address

    • Phone Numbers (work, home, mobile, etc.).

    • Email Addresses (work, home, etc.).

    • Start and End Dates and Times

    • Hours of Access

See also:

Adding a Contact

Editing a Contact

Deleting a Contact