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  • Adding a Contact to a Customer

To add a contact on an existing customer in Trade Only VISION, follow the instructions below:

Step 1: From your Dashboard, click on Customers under the Contacts tab.

 Step 2: Click on the customer you wish to edit details.
 

Step 3: Click on Contact Info.

 

 

Step 4: Click New Contact
 

 

Step 5: A box will pop up where you can enter in your new contact details. Click Save when you are done.

Step 6: Your new contact will be entered into the customer details.