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frank21
June 5, 2019
Question

In my customer list, I wish to add more than one contact .

  • June 5, 2019
  • 1 reply
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1 reply

AddieC
AddieC
June 5, 2019

Hello Frank, 

 

Adding customers is really easy to do in QuickBooks Online. I'd be happy to explain how you can add an additional contact for each of your customers. 

 

Although there's only one name you can add to the "Display Name" for your customer, you're always able to add notes in the customer information so that you have access to additional contact information. To do this, follow the steps below. 

 

1. Click the Sales tab on the left navigation menu, then select Customers.

2. Click New Customer.

3. Enter your customer's information in the appropriate fields. 

4. Click the Notes tab towards the bottom of the box. Enter any additional contact information you'd like to store in the system. 

5. Click Save. 

 

Additionally, if you'd like to email statements, invoices, or sales receipts to multiple recipients, you'll simply add an additional email to the "CC" field. Do this by clicking the small blue link under the Customer Email field on your sales form. 

 

I hope this helps you reach your goal. If you still have outstanding questions, please let me know and I'd be happy to help you further. 

 

Cheers.

1
123146138226669
June 5, 2019

hi AddieB

 

thank you , but that did not answer my question I'm afraid. you missed the question or I may not have properly worded it. I know how to add a NEW customer . questions is in existing customer list if I select a customer and I wish to add additional contacts for that customer , there is no field to allow me to do that. How do I add more than one contact ?

AddieC
AddieC
June 5, 2019

Thanks for clarifying that for me. I see what you're saying now.

 

In that case, you'll simply click on an existing customer from your list and select Edit at the top right side of the page. The customer information box will open and you'll follow the same steps I've listed above to add notes to your customer. Enter your additional contact information here. 

 

Let me know if you have any other questions. 

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