| Add Contact Information to a Customer |
| Add a customer's address, email, and phone number to an existing customer record, or create a new customer if they don't exist. |
| 1 • Add or Locate Customer |
| a. |
If this person is new, add a new customer record. |
| b. |
Click Sales in the menu and select the Customer tab. |
| c. |
Search for and select the customer record. |
| d. |
Click the customer's name, then click Edit Customer Record on the details page. |
| 2 • Add Contact Information |
| a. |
Scroll to the bottom and click Show/Hide Contact Information. |
| b. |
Enter the customer's phone number, email address and mailing address. |
| c. |
Click Save to update the record. |
| ✅ Contact information added successfully. |