How do I?
Adding Customer Contacts
Contacts are entered while in "save" mode. Do not click edit to enter into edit mode before beginning to add a contact, from the Contacts tab of the Customer Information window. Check out this article for a link to our training guide.
In Acctivate, contacts for every customer can be entered in the Edit Customer window > Contacts tab. Contacts can include information such as a person’s name, title, phone number and email address among others. There is no limit to the number of contacts you can add to each customer.
Users can click Add to create a new Contact, Edit to modify the current contact displayed, or Delete to remove a contact. The sections below cover adding, modifying, and deleting customer contacts.
For an up to date how to on adding customer contacts, check out our training guide.