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.
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Choose +Add.
Enter in all the details you have for the new contact.
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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.
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Select Save
The list updates with the new contact
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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.
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