Visma Net
Connect contact to customer
- Go to the Customers (AR303000) window.
- In the Customer no. field, click to select the customer you want to add a contact to.
- In the Contacts tab, click Add contact.
- In the Contacts window, either
- click in the Contact ID field, to select an existing contact.
or - enter the Last name of a new contact.
- click in the Contact ID field, to select an existing contact.
- Then enter as much information as possible on the remaining tabs. The fields marked with * are mandatory.
- Click or Save and close