Add contact to existing customer

In Method, you are able to add as many additional contacts as needed to your customers. The following steps will guide you through how to add a contact to an existing customer using both the New Contact and View Contact screens.

Contacts created in Method are not synced to QuickBooks.

Via the New Contact screen

  1. From your Method dashboard, click New on your Contacts App, or click New Contact on your Contacts List. This opens the New Contact screen.
  2. At the bottom of the screen, under Add this Contact to an existing Customer/Vendor, click Existing.  
  3. Choose the existing customer from the dropdown. Then, fill out the New Contact screen (click here to see how).
  4. Click Save to save your changes.

Via the View Contact screen

  1. From your Method dashboard, click Active to open your Contact List screen
  2. Select the existing customer you want to add a contact to.
  3. On your app ribbon, locate Other Contacts and click New. You are brought to the New Contact screen with the entity already selected in the Existing dropdown.
  4. Fill out the New Contact screen (click here to see how).
  5. Click Save to save your changes.

In both cases, this contact is now an additional contact for the customer you've assigned the contact to. The contact will appear in your Contacts List and will be listed under Other Contacts when viewing.

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