Adding Internal Contacts for a Customer

Procedure

To add internal contacts for a customer:

1. Select the customer. How?

2. From the Customer Information tab, select Internal Contacts.
   The Internal Contacts screen appears.

3. Click Add.
   The internal contacts search screen appears. The Search Results section displays a list of internal contacts.

4. To search for a contact, enter search information that identifies the contact at the top of the screen, and click Search.
   The Search Results section displays internal contacts that match the information you enter.

5. Do one of the following:

1. If the contact you want to add for the customer appears in Search Results, select the option button for the contact, and click Use Internal Contact.
   The Contact details screen for internal contacts displays the information already stored for the selected contact.

2. If the contact does not appear in Search Results, click Create New Internal Contact.
   A blank internal contact screen appears.

6. If you are adding a new internal contact, enter information for the contact, and click Save. If you have selected a contact, select a Contact Type from the list, and select Save. When selecting an existing contact, all information other than Contact Type and Is Primary is read-only.