Adding a Contact to a Customer

  1. In the AIM Tech Suite click on the Contacts icon located on the bottom left of the dashboard.
    Screenshot_AC1.png
  2. Select Customers from the dropdown which appears below Contacts.
    Screenshot_AC2.png
  3. Select the customer you would like to add the contact to. Then click view/edit customer 
    Screenshot_AC4.png
  4. That will bring you to this page where you can then click the Contact Info tab.
    Screenshot_AC5.png
  5. Click + New Contact
    Screenshot_AC6.png
  6. Enter all the contact information and click Save.

      Screenshot_AC7.png

Last updated: May 07, 2020

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