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Go to Customer Form > Contacts & Address tab

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomer ExtraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

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Allow EmailEnquiryStatementDescrition / FunctionEmailMobileCellphoneDelivery AddressSaveEquipmentExtraCustom tabLoyalty tabClassification tabBank TabCredit Control TbConversation TabFinanancial Info TabGeneral TabGreen PlusCustomer_Contacts

 

To Add Addresses to a Customer’s Account.

1.Click on the “Add Address” (1) button.

2.Type in the address information, button (2)

3.and select the Address type, button (3)

4.Remember to save before closing the screen.

 

Mandatory Cellphone

To require employees to fill in at least one contact with a mobile number, you can make it compulsory by selecting the Cellphone checkbox in:

 

Customer Options > New Default/Required

 

https://bit.ly/SI_Contacts

Keywords: Contacts,Customer Address,Delivery Address - Customer,Last Purchase,Mandatory Cellphone,SMS