How to Add more Customer Contact

If you want to add more customer contact in existing contacts, you can directly go to the customer contact table. There is an option given on the right side of customer contact written in blue font. i.e., “Add More.” It means the user has direct access to the facility available to add customer contact to the existing customer account. 

Click On Add New Option. 

• Click on add new option, and a new form comes in front of your screen. 

• Here you can see customer contact details are present in table form.

• Users can also delete or edit accounts by clicking on the icons given on the right side of the table as shown in the image. 

• To edit or delete an account, you have to click again on the Add More button, and then it shows you icons located on the right side.

• Click on it, and you can edit or delete the account. 

•  You have to click again on button of “Add Contacts Button.” ”.

• Once you click on the button, again a new page comes in front of you. 

Fill the information. 

• First name—Enter the first name of new contact, e.g., AB. 

• Last name—enter the last name of new contact, e.g., CD. 

• Designation—enter the job role of the required person. E.g., director, project Manager 

• Email—enter the email address of required person, e.g., A@gmail.com. 

• Contact no.—enter the contact no. of a specific person. E.g., +97100000000

• Other Contact No.—Enter the other contact too for any urgent contact. E.g., 971000000000.

After this, save the information; you can see a new contact display in the customer contact section. 

Attached Document 

• You can also attach a document of the invoice as supporting evidence. 

• If you want to attach a document, click on the button “Choose File,” click on it, and a new page opens in front of you. Select the file from the system and then upload it. 

• The system will upload the document in it. 

• You can see file details like file name, uploaded by, uploaded date, and file size, and the Delete option is also given in a red icon. 

• If you want to recheck the document, you can click on the view details option located on the right side of the document block. 

• If you want to change the document, you can click on the “choose file option” and then select another file as per the requirement and then upload it and save it. 

• It will display on the front screen of the invoice. 

Invoices and Quotation/Proforma 

The window below the customer’s account contains the entire list of invoices along with their payment status. 

At the last, you can see the Quotations/Proforma details summary; their reference, description, and numbers are available to check by one click.