Add a customer contact

Store name, role, email, phone and preferred contact channel.

How to use this function

1. Sign in with a role allowed to access customers.
2. Open Customers and choose Add a customer contact.
3. Review the customer and company site context where this function uses them.
4. Complete or review these controls: Name, Arabic name, Title, Email, Phone.
5. Store name, role, email, phone and preferred contact channel.
6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

• Name
• Arabic name
• Title
• Email
• Phone
• Preferred channel

Guide updated 2026-09-27. Release changes must update this page and its image together.