Infusion Knowledge Base

    Sorry, we didn't find any relevant articles for you.

    Send us your queries using the form below and we will get back to you with a solution.

    Manage Customer Contacts


    It’s not uncommon in the course of business to have dealings with multiple people in the same company. Rather than create multiple copies of a customer, or having to keep track of which extra contacts are with which organisation, Infusion allows you to record all contacts associated with that organisation.


    Add a Contact

    Open the customer from the Customers module.

    Open the Contacts tab.

    Choose +Add.

    Enter in all the details you have for the new contact.


    If this is for the primary contact for the organisation, choose Use as primary contact


     When an email address is entered for a contact, new fields appear. These control the email settings for that particular contact.


    Select Save


    The list updates with the new contact


    Edit a Contact

    Click on the pencil next to the contact record to open the Contact window. Edit the required details and Save.


    Delete a Contact

    Select the contact record and open the Contact window. Click on the spill button next to Edit and select Delete.

    Was this article helpful?

    Still can't find what you are looking for?

    Our award-winning customer care team is here for you.

    Contact Support

    Powered by