How do I add a contact and link it to a customer?

You will have added a person and tied them to the customer they work for.

Before you start

You need permission to write contacts. The customer must already exist.

Steps

1. Open CRM → Contacts and press the add button.
2. Enter the first name and last name, and a mobile or an email (at least one).
3. Under Assign to company, pick the customer and type the person's position (up to 80 characters).
4. Add a phone, national ID or note if you have them, then save.

What you will see

The contact appears in the list with the customer's name under Company. Their detail page shows a timeline where you can log notes, calls, emails and meetings.

If something goes wrong

• A mobile, email or national ID already used by an active contact is refused, without saying which.
• The link is optional and gives the person no portal access; it is only a reference.
• A contact links to one customer at a time.
• Deleting a contact keeps its link, and restoring brings it back.