Associating People with Customers in Astra
From the Settings, click on Customers.
1. Click on the Customer record that you want to edit.
2. To add people to the Customer record, click Add Existing Customer Contact in the Customer Contact Information panel.
3. Find the person from drop down listing and click Ok.
4. Click Save to save any Customer edits.
To remove any customer contact, please contact Kori Schneider
0 Comments
Add your comment