Add Addresses

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.Select the Address type, button (3)

4.Remember to save before closing the screen.

Website Address

Add the customers web site address.

Columns on the Contacts & Address Tab

You can have an unlimited number of contacts. The available fields include:

Mobile Number

Enter the contact's cellphone number. Double-clicking this field will open the SMS form, allowing you to send a message directly to the customer.

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

Email

Enter the contact's email address. Double-clicking this field will open the Email form, allowing you to send a message directly to the customer.

Other Columns

Allow Emails -- Specifies who is allowed to receive statements, invoices, quotes etc. Other columns available are, Job Description, Job Function, and Designation