Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

You can attach an existing Master Contact to a location. If the contact isn't found in the list of Master Contacts, you can add the contact. See Adding a contactContact.

To attach a contact:

  1. Select a customer in the Customer Hub.
  2. In the details section of the Customer Hub, select the Contacts tab.
  3. Right-click on any contact and select Add Contact.
  4. In the Contact Lookup window, enter the contact's name, email address or contact phone number (partial or full) and choose Find.
  5. Choose the Attach to Location  icon to the far right of the contact name. 

    Note

    If the contact is already attached to the location, attaching the contact again will not add a duplicate contact.


...