Customer Persons

Create

You can create Customer Persons by following the given steps:

STEP-1: Click on Home -> New -> Customer Persons. The Person form will appear.

STEP-2: Enter Customer Persons details.

STEP-3: To add Person Party click on Add Party button. And fill in the details.

STEP-4: Add Address details in Address Panel.

STEP-5: Add the Info of added Customer Person, Qualifications in Education Panel and Family members.

STEP-6: Click on Save. Shortly you will receive a success message if you enter the correct entries.

Click on Contact -> Customer Persons. The list of Customer Persons will display.

You can edit Customer Persons by following the given steps:

STEP-1: Select the Customer Person that you want to edit. Right click on it and select Edit Person.

STEP-2: Edit the details and click on Save button.