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Add contact people and delivery addresses

Keep the people you deal with, and the places you invoice and deliver to, on the customer or vendor record.

Customers & Vendors 6 steps 2:08 video Sales - User (Own Documents) or Manager
Where to find it SalesCustomersCustomersContacts tab

One customer often has several people to talk to and several places to deliver to. Keep them all on the customer's Contacts tab. Vendors work the same way.

Steps

  1. Open the customer. The Contacts tab shows Related Contacts & Addresses. Click Add Related Contact.
  2. Choose the type at the top: Contact (a person), Invoice Address, Delivery Address or Other. For a person, type the Name, Role / Job Title, Email and Phone.
  3. Click Save & Close. The person is added to the list under Related Contacts & Addresses.
  4. Click Add Related Contact again and choose Delivery Address. Type a Name for the place - for example "Warehouse - Jebel Ali" - and its Address.
  5. Click Save & Close again. Both entries are now in the list.
  6. Click Save at the top right of the customer.

Important

Save & Close only adds the entry to the list on the screen. Finish with Save on the customer, then reopen the customer and check that the entries are still there.

Tip

Use Edit on a line to change it later. The same window is used for invoice addresses and other addresses.

What happens next

Decide how this customer pays: Set a customer's default currency and credit days.

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