| 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.
- c. Use the search box to find the customer.
- d. Click Details next to the customer's name.
- e. Click Edit Customer Record on the details page.
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| 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.
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| ✅ Contact information added successfully. |