For every Customer that you perform a service for, there may be several points of Contact that you will need to keep track of.
To create a new Contact for an existing Customer, simply follow these instructions:
- Click on People > Contacts on the left-hand side of your dashboard.
- Click on the blue +Add Contact button.
- Fill in as many details as you need. The only required field is Add To, which adds this Contact information to an existing Customer.
For example-- let's say the manager of a restaurant is hiring you for a repair job. The manager will be the person you're calling to schedule an appointment with. The Customer in this case would be the restaurant name, while your Contact for the Job is the manager!