How do I assign a Contact to a Customer?
The following 1 min 23 sec clip shows you how to assign a Contact to a Customer.
- Open Set Up | Customers | Contacts
- You will be presented with a screen where Contacts can be attached to Customers. This is a one to many relationship from a Customer perspective i.e. a Customer can have lots of Contacts
- Select Add
- Select the contact you wish to add
- Select Save