Add Contact
To open the Add Contact window, tap the Add 
icon next to the Contacts header on the Customer Detail screen.
Note that:
-
At minimum, all new contacts must have a First Name and Last Name configured.
-
If you do not configure a phone number for the new contact, the system automatically assigns the primary contact's phone number to the new contact.
The Add Contact window allows you to perform the following actions:
| Action | Steps |
|---|---|
| To add the contact to the selected customer profile |
Tap the Add Contact button after entering the desired information. The contact is added to the selected customer profile. |
| To return to the Customer Detail screen without adding the contact |
Tap the Back icon. |
The fields on the Add Contact screen are:
| Field | Description |
|---|---|
| Title | The prefix (Mr, Mrs, Dr, etc.) that applies to the selected customer (if applicable.) |
| First Name | The contact's first name. |
| Middle Initials | The initial letter of the middle name of the contact. |
| Last Name | The contact's last name. |
| Birth Date | The contact's birth date. |
| Job Title | The contact's job title. |
| Spouse Name | The name of the contact's spouse or significant other. |
| Business/Home Information | |
| Field | Description |
| Address | The contact's business/home address. |
| Postal Code | The postal code of the contact's business/home address. |
| Phone Number | The contact's business/home phone number. |
| Extension | The contact's business/home phone number extension. |
| Cell Number | The contact's business/personal cell phone number. |
| Cell Carrier | The contact's business/personal cell phone service provider. |
| Fax Number | The contact's business/home fax number. |
| Extension | The contact's business/home fax number extension. |
| The contact's business/personal email address. | |