Add, Edit and Remove (Delete) Customer Contacts

Created by Lachlan Robbie, Modified on Fri, 18 Aug 2023 at 09:08 AM by Lachlan Robbie

In this guide, you will learn how to efficiently manage your customer contacts by adding, editing, and removing them from your records.

Adding a Customer Contact

Follow these steps to add a new customer contact:

  1. Navigate to the "Contacts" section.
  2. Click on the "Create New" icon to initiate the addition of a new contact.
  3. Input the company name, and optionally, the address of your customer. Also, provide the email address where you wish to send dockets for this customer.
  1. Remember to save your changes.

Editing a Customer Contact

Here's how you can modify an existing customer contact:

  1. Access the "Contacts" section.
  2. Locate and select the customer whose information you want to edit.
  3. Click on the "Edit" option.
  1. Update the necessary contact details.
  2. Remember to save your changes.

Removing a Customer Contact

Follow these steps to remove a customer contact:

  1. Visit the "Contacts" section.
  2. Find and select the customer entry you wish to delete.
  3. Click on the "Remove" option.
  4. Confirm your intent to delete the contact by clicking "Accept."

By following these straightforward instructions, you can seamlessly manage your customer contacts, ensuring your records are up-to-date and accurate.

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