Create Customers With Multiple Contacts
A common concern of a customer when doing business with an online store is accessing his/her account using different email addresses. This is very important especially for those customers who are actually a company entity that needs the established store account accessible to any of its authorized staff.
To set up a customer with multiple contacts,
- From the Customer Module, go to Customer > Find Customer. The Customer list will be displayed.
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- Select a customer from the list. The corresponding Customer form will be displayed.
- Access the CRM tab from the ribbon menu bar and click New Contact. A Customer form will be displayed.
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- Enter the necessary details of the new contact. Click Save or Save and Close to apply your changes.
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Note that the Entity Code is also the customer name you originally selected.
- To confirm the changes, go back to the originally selected Customer form. The new contact will be listed in the Contact tab at the bottom of the form.
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- Click Save and Close to close the form.
