How do I add contact information to a customer?
Steps:
- Click on Sales in the menu
- If this is a new customer add a new customer record
- Search for the patient using the search box
- Click the Details button next to the customer name
- On the customer details page click the Edit Customer Record button
- On the edit customer page, scroll to the bottom of the page and click Show/Hide Contact Information
- Additional contact fields appear
- Enter phone number, email address and mailing address
- Click the Save button
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