These steps will guide you through adding a new or an additional contact method on a customer profile
2. Click on Contacts
3. Click on First & Last name are required fields
** if you do not have a last name, you can use a . as a replacement
4. Title is optional
5. Select if you want the contact associated with:
The Account, Service Location or Both
6. Click on Add contact method
7. Select the contact method drop down
8. If you have multiple contact options, select + Add Contact Method
9. When finished select Save
10. For billing emails
Make sure to select that the notifications are turned on for billing. This will ensure that when you email an invoice it will be sent to the contact email.
