Setup > Setup > Setting up Contacts

Setting up your contacts

To add a new contact:

1.Click More on the left and click Contacts. Click New contact on the right.

 

2.Fill out the required information on the new contact page. Check the appropriate boxes if the contact is an employee and/or Customer. Click Save.

 

3.The contact will show on Employee tab or the customer tab or both depending on how they were set up. Click on the appropriate tab to edit the contact’s information if needed.

 

 

Last updated on June 29, 2021 by FCC AgExpert