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Adding Customer Information
Adding Customer Information
Show me how to:
Use the New menu button
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Understand the company fields
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Understand the person fields
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Understand the address fields
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Understand the phone and e-mail fields
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Understand the person phone details fields
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Understand the person e-mail fields
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Understand how territories work
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Add a new company, person, and address
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Add a person to an existing company
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Add an address to an existing company
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Maintain address links
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Add a person unlinked to a company
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Interpret validation errors
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Change company details
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Change person details
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Change address details
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Update a phone number
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Assign a different address to a person than the company address
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Add a private address to a person
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Add a company that has multiple sites
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View information in the Relationships tab
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Add a new relationship
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Understand the relationship fields.
Delete a relationship.
Assign an in-house project team to a company
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Add notes to a company or a person
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Editing Company Notes
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Merge two companies
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Merge two people
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Assign an unlinked person to a company
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Delete company or person records
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