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Adding Multiple Contacts under one company

Last post 01-30-2013 4:50 PM by Method_Adam. 1 replies.
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  • 01-30-2013 1:00 PM

    Adding Multiple Contacts under one company

    what is the proper way of adding multiple contacts under one company, so when I search for a company I can have all contacts of that company show up.

  • 01-30-2013 4:50 PM In reply to

    Re: Adding Multiple Contacts under one company

    Answer

    Hi Dave,

    If you go to the Customer tab and select the Customer from the list, you will be taken to the Edit Customer screen.  That screen has a Contacts tab, which will display all of the contacts related to that customer.  There is also a button "Add Contacts", where you can add additional contacts to the customer.

    -Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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