Create a Contact, Contact Views and Edit

Updated: Sep 3

Creating a Contact within a Customer account will allow Merchanter to automate documentation processes and identify key individuals within a business for direct department communication.


This video gives an overview of creating a Contact within a Customer Account, accessing Contact Views and Editing.


On your Merchanter system you can:

- Search for a Customer from the Contacts Menu

- Company details - select View

- Navigate to the Contacts tab

- +New

- Enter New Customer Contact information

- Enter Job Title

- Enter contact preferences


-Contacts Menu

- Find customer – View contact - Company Details - View Icon

- Timeline tab - Customer Timeline / KPI

- Analysis tab - Sales activity

- Sales or Invoice set as contact

- From the Contacts tab Review or Edit information




#CreateContact #IntroductiontoMerchanter

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