Customer management: Add a contact person to a Company profile

Modified on Thu, 25 Apr, 2024 at 10:36 AM

1. Go to the Company profile, for example by 'Customers>Companies' search for the company and click to enter the profile.

2. Click 'Contact' tab and click pen icon in the top right corner to edit.

3. Click the '+' icon on top of the contacts list to the right in the screen to add a new contact person.

4. Fill in information of the contact or use search contact field to link an existing contact to the reservation.

5. The default contact of the Company is the information that is loaded to the reservation when you add the company.

If you want the contact you added to be the default contact click the icon after 'Search' contact.

6. 'Save'

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