Access customer contacts; Click 'Customers' at the top left, then 'Customers' on the lower blue option bar menu - and then 'Manage Customers'. Enter the customer's account code and click 'Load Customers'.
Now click 'View' beside the account you wish to work with, and on the next screen, scroll down about half-way to where the contacts grid appears, and click 'Go To Main Contacts Page'.
To add a contact, scroll down to the lower section of the screen, enter the required details and click 'Add Entered Contact to List Above'.
To edit a contact, search for the contact by entering part of the name or email address, click 'Load Contacts', then click 'View'. Then you just click 'Edit Details' and make any changes you wish, before finally clicking 'Commit Changes' to save.
To restore a deleted contact, tick the 'Include Historic' check box above the list of contacts and click Load Contacts. Deleted contacts will be loaded in red. Tick the checkbox next to the contact to be restored and click the 'Re-Activate' button.
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