Adding Customer Details to a Project

This article relates to the Project zone > Info tab of the app.

Customer’s details can be entered under the heading customer contacts.

Now you can enter your customer’s first and last name, phone number, and email address.  By clicking "show more fields", you can also enter their middle name, gender and date of birth.

Alternatively, if you already have your customer contact details saved, then you can simply assign an existing contact by clicking . Then you can search for the customer’s name, and select them from the drop down.

To delete a contact from a project, click the  next to the right of their name, then click the red “delete contact” text.

To edit the details of your contact once they have been created, click the pen icon and make any desired changes, then click .