Adding Contacts to Customer Records

FINSYNC allows you to 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. Click the Payments tab in the top menu.

2. Click the Customers tab in the left menu.

 

3. Locate the customer to which you wish to add a new contact and mouse over the Ellipses on the far right of the row. 

4. Select Add Contact from the menu.

 

5. Fill out the required informational fields.

6. Click Add Contact.