add_contact
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add_contact [2014/11/07 18:34] Jaco van Wyk |
add_contact [2014/11/11 08:32] (current) Lisa Adams |
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| ===== Adding a Contact ===== | ===== Adding a Contact ===== | ||
| - | After adding a new client you can now go to their profile and add additional contacts, these contacts will be copied in on all correspondence on the account. | + | After adding a new client you can now go to their profile and scroll down to the Contacts table >"Add Another", these contacts will be copied in on all correspondence on the account. |
| This is inclusive of all emails, invoices, quotations, cancellations, payment notifications and payment requests. | This is inclusive of all emails, invoices, quotations, cancellations, payment notifications and payment requests. | ||
add_contact.txt ยท Last modified: 2014/11/11 08:32 by Lisa Adams
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