This article will show you how to add Contact and Shipping Addresses to Customer Records


With the Customer Records you can add it directly on the Customer Record or "on the fly" from a Customer Order, this article will explain both options

This will allow the Dealership to record all Customer Contacts and Shipping Addresses on the relevant Customer Record



Adding Contact and Shipping Addresses from the Customer Record 


Navigate to the relevant Customer Record and then down to the section - Contacts & Shipping Addresses


Any Contact or Shipping Addresses that is attach to this Customer Record will list in this section 


To add a new Contact or Shipping Address > click on for the Add Contact/Shipping Address popup

Give the new item a Name - this will be an identifier and then indicate by using the radio boxes if you are adding Contact or Shipping Address


For example, I am adding a new Contact to this Customer Record, complete the fields - don't forget to


Once you have it will now list in the Contact & Shipping Addresses section



Tip:
Did you know that you can now use the Contact Name for searching in both the Global Search and as a Customer on a Customer Order? 




Adding a Contact and Shipping Addresses from a Customer Order


From a Customer Order > Customer section you can review existing Contact or Shipping Address OR add new Contact or new Shipping Address 




Adding a Contact 

If you click on it will list any Contacts listed on the Customer Record for you to make your selection



 OR you can and add a new Contact details - don't forget to



Once you select a Contact, you can see it in the Customer section



On the Customer Order documentation, it will also list the Contact details



Adding Shipping Address


If you click on it will list any Shipping Addresses listed on the Customer Record for you to make your selection

OR you can and add a new Shipping Address - don't forget to




Once you select a Shipping Address, you can see it in the Customer section



On the Customer Order documentation, it will also list the selected Shipping Address 



Tip:
Any new Contact or Shipping Address added on the fly from the Customer Order will now list on the Customer Record in the Contact & Shipping Addresses section