MANAGE CUSTOMERS

How to add/remove Customer Contact information

17 views November 8, 2016 February 27, 2018 admin_ordertron 0

New Customer Account

When creating a new Customer account, you may add another contact under Contact Information tab by clicking on Add Another Contact button.

Existing Customer Account

Step 1: Go to CUSTOMERS, then click on Manage Customers.

Step 2: Select the Business Name for additional contact information, then click on its Edit button.

Step 3: Click on Contact Information tab.

Step 4: Click on Add Another Contact button.

Step 5: Enter Customer’s new contact information, then click on Save button to save additional contact information.

To remove Customer’s contact information, click on Remove Contact button. Click on Save button to save the changes.

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