Purpose

The purpose of this article is to outline the steps for Operators to add Contacts to an Organization from the Back Office. An Organization's Contacts are individuals whose orders, details, invoices, etc are associated with that Organization. 

Process

Adding a Contact

To add a Contact, click '+ Add Contact' in the top right corner of the customer module view.

Personal Information

Fill out the form. Fields marked with a red asterisk * are required.

• First & Last Name*
• Code - This field is used to identify a Customer in reports and accounting
• Phone*
• Email*
• Additional Email Addresses - Email addresses entered here will receive copies of order confirmations and invoices
• Address - When a Contact is first added, the default address for invoicing is the Organization's default address. However, multiple addresses can be added after a customer is registered.

Assigning Customer to an Organization

Using the search field, begin typing the name of the Organization the Contact should belong to.

Click 'Save' once all the required fields are completed and optional fields are filled out