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  1. Navigation panel > Relationships > Cards

  2. Search for and select the customer card

  3. click on tab Contacts

  4. Add or select the contact

  5. Make sure the contact is set as follows:

  • They must have a Full Name (first and last name)

  • They must have an Email Address

  • They must have a Phone Number

  • They must have a Job Description

  • They must have a Role

  • They must have either Accounts Payable or Purchasing Officer ticked (flagged)

  • All other fields are optional and can be filled in if you have those pieces of information.

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