Alamo Colleges DistrictWhat kind of user are you?Staff Ad AstraAssociating People with Customers in Astra

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.

Click on Add Existing Customer Contact button

3. Find the person from drop down listing and click Ok.

 

From the drop down associate an existing contact

4. Click Save to save any Customer edits.

To remove any customer contact, please contact Yolanda Miller and Kori Schneider

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