This user guide instructs how to access the Contacts view in Netvisor.
Contacts can be found on their own tab under Sales > Customers > Customer Listing
The view lists the contacts that have been saved to the customer card. You can also drill down to the customer card through the pencil icon next to the customer's name in the listing.
You can add a contact to the customer from the customer card on the Customer overview tab and the "Add new contact" link (found at the top right of the view).
Mandatory information must be filled in, other information is optional.
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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