How many contact persons can I add to a customer?

You can add up to 2 contact persons for a particular customer. Here’s how you can add additional contact persons:

  1. Go to your customer’s Overview Page from the Customers module.
  2. Click the plus icon on the right of Contact Persons.
  3. Enter the required details of the contact person in the popup that appears.
  4. Click Save.
Add contact persons
Was this document helpful?
Yes
No