Add Contact for Customer or Prospect

Article • 4/27/2026 • 1 min read

Before you take orders or write quotations, set contact information for your customers and prospects.

To set contact information for customer or prospect:

  1. Open the Account Contacts (CRMCONT) page.

  2. Add a contact.

  3. Add phone and web information.

  4. Add address and job title information.

  5. On the toolbar, click Save to keep the contact.

    The Created Date/Time, Owner, Contact, Subject, From Type, and From No fields will be filled in with the respective details when the activity is saved. For new activities, the Modified Date field will update to show the last date and time the activity was modified, which, in this case, is the same as the Created Date.

For more information, see Adding an Activity.