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