Defining Customer Contacts
Description

Sage Accounting currently allows users to capture various contacts on any Customer record. The user should consider updating these contact details to ensure any communication can be captured thoroughly and correctly.

Cause
Resolution

Click on Customers…Lists…List of Customers and follow these simple steps:

  • Open the Customer of whom the contact details need to be updated by clicking on the Name.
  • On the Details Tab, update the Contact Name, Email and Mobile.

  • On the Additional Contacts Tab, update the Contact Name, Email and Mobile.

  • Click on Save.
Steps to duplicate
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