Manage company contacts

Open the company record

1. Go to Contact Management.
2. Select the Companies tab.
3. Optionally, use the Search field to filter the list.
4. Select the company name to open the Company Profile page.

Add contacts

1. In the Contacts section, select Add.
2. Enter the First Name, Last Name, and Email.
3. Complete any of the remaining fields as needed.
4. Select Save & Close.

Edit contacts

1. In the Contacts section, select the contact name from the list.

2. On the Contact Profile page, select Edit.

3. Update the fields as needed.

4. Select Save & Close.

Delete contacts

1. In the Contacts section, select the Delete next to the contact that you want to delete.

2. In the dialog, select OK to confirm your action.

   If transactions or records are still associated with the contact, the Referenced List dialog lists them. Use the links provided to review and delete these items before deleting the contact.