Adding Contacts to Customer Records

FINSYNC allows you to add an unlimited number of contacts associated with each customer profile. You can then choose to send invoices and other communications to any or all of the listed contacts under that customer profile. 

To begin setting up contact(s) on customer profiles, follow the steps outlined below:

1. Select the Payments tab in the top menu.

2. Select the Customers tab in the left menu.


3. Search or select the customer you wish to add a new contact to and mouse over the Ellipses (3 vertical dots) on the far right of the row. 


4. Select Add Contact from the menu.

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5. Fill in the necessary information and select Add Contact.



Related Articles: 

How to Add New Customer Contacts

How to Edit Customer Profiles (Mobile)

Adding Users and Modifying User Permissions (Sharing and Inviting Users)

Customer Statements (Statement of Account)