Contacts
The Customer Contact module is a database of an agency's customers and their contact information.
How To Access
To open the Contact module, select General > Customers > Contact.
How to add a Contact record
How to add a new Address record
- Select the record you want to add an address to.
- Click the
button to expand the record. - Select the Addresses tab and click the
button. - Complete the Address and Street Name fields (required).
- Complete other fields as desired.
- Click the
button to save the Address.
How to link to an existing Address record
- Select the record you want to add an address to.
- Click the button to expand the record.
- Select the Addresses tab and click the
button. A pop-up appears listing all Customer Address records. - Select an Address from the list.
Note: Use the fields at the top of each column to search for a specific record.
- Click OK. The selected Address is attached to the current record.
Other Information
Relationships
Required Relationships
Optional Relationships