Adding email and phone number to a customer record


Screen Shot 2022-04-25 at 9.47.26 AM

When you're in the "Sales" tab, select a customer and click "Details", then click "Edit Customer Record." Toward the bottom of that screen, there's a link that says "Show/Hide Contact Information". Click that link, and additional customer fields appear, including email and phone number, so you can add that information to your customer record.

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