How to add contact person. The steps are as follows:
Step 1: Go to the "Contacts" menu > "Overview."
Step 2: Select the contact ID data you want to add personal information to.
Step 3: Click on the "Contact Person" tab.
Step 4: Click the "+ Add Contact Person" button to add contact information.
Step 5: Enter the contact information.
Step 6: Once you've entered the information, click the "Add" button.
Step 7: Click to tap On and select the contact you want. and choose "Set as Primary."
Users can choose from the list of individuals whom they want to designate as the primary contact. The selected contact, when chosen, will automatically appear on the document page whenever a document is generated by the system.
- End of the process for add contact person -