How do I add/remove a contact?

Follow the steps below to add a contact:

1. On the Dashboard, click Admin.

2. Select Accounts. All accounts will then display.

3. In the Search bar, type in the name of the account or the customer no. that you wish to add a contact for, then click Search. Or simply select and click on the account from the list.

4. On the upper right section under the Contacts heading, click Add contact.

5. Enter the required details then click Save new contact.

6. To remove a contact, click on Delete below the contact's name.

Note: Additional contacts can be added or removed by authorised users only.


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