Managing Customer Contact Details
Enter the Contact information to identify the customer and contact. The fields are self-explanatory with a few notes:
- The Primary Email address is used to deliver invoices, statements etc.
- The Customer ID is a text field which is intended to be used as a key or index to other systems to identify the customer. For example, it might be your own customer account number. This field can be personalized to your account via Settings - Customization - Display
Click Save to save the contact information.
Back to Customer Identification Information
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