Associating People with Customers in Astra
From the People tab, click on Customers.
1. Click on the Edit button for the Customer record that you want to edit.
You can use the Edit pencil when opening the record or use the Edit button within the Customer record.
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 Yolanda Miller and Kori Schneider