Contact Methods: Overview


Contact Methods appear when you click the Contacts button at POS and also show on the right side of the General tab on the Customer Record.  For a detailed breakdown of all the fields and tabs on a customer see the Customer Record section.

Contact Methods include all addresses, phones, and emails on file for this customer and their spouse/partner.

The articles in this section detail how to work with contact methods for customers.

 

Updated on Thu, 12 Jun 2025 by Dominick Mastri

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