The Customer Contacts grid records all representatives or contacts kept for each customer and their relevant contact information. It also keeps track of your notes regarding discussions you have held with the contact:
Customer Contacts screen
To add a new Customer Contact
- Right-click on the grid and select New from the menu.
- Enter the Contact Name and select a Contact Type.
- Fill out any other optional information, such as phone numbers, e-mails and the contact’s address.
- Click the OK button to close the window and save the new contact.
New Customer Contact window