Add customer or vendor contacts

You can add one or more contacts to a customer or vendor.

1. In the Customers workspace tab, select the customer or vendor to which you want to add a contact.

2. In the Contact Information tab, right-click and click Add.

   A new entry is added to the list.

3. Complete the property settings.

   Contact Name

   The contact's name.

   Contact Information

   The department, phone numbers, and email address for the contact.

   Cust_Contact spare 1-4

   Optional, user-definable fields for this contact.

4. Save your changes.

To delete a contact

5. Right-click the contact in the Contact Information tab and click Delete.

   You are prompted to confirm the deletion.

6. Click Yes.

   You are notified that the record was deleted from the system.

7. Click OK.