The "New Customer Contact" feature under the "Customers & Contacts" module provides a comprehensive way to add and manage customer contacts. .
When adding a new contact, below fields are available:
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Profile image: User's avatar or profile picture.
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First name: User's first name.
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Last name: User's last name.
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Position: User's job title or position within the organization.
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Email: User's email address. This email will be used to login into the system.
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Phone: User's contact phone number.
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Direction: User's preferred language or communication direction.
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Password: User's login password.
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Permissions: User's access rights or privileges within the system.
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Email notification for different events: User's preferences for receiving email notifications for various system events such as invoices, proposals, and estimates.
Actions
Save: The button save will save all the above information after checking mandatory fields.
Figure 1 Customer Contact