Contacts - Products


To Navigate to Contacts:

Step      Action

  1.        Select {CRM} and then select the Contacts tab.

  2.        Use search filters to locate the desired Contact.

  3.        Select the contact's name to open the Contact view page. 


The Contact Edit modal can be opened by hovering over Actions menu and selecting {Edit} from the drop-down.


Adding Products

Step     Action       

  1.       From the Contact edit modal window, select {Online Ordering} on the right-hand side of 

            screen and then scroll down to Products section.

  2.       Select {New} under Products. A modal window will open.


   Note: The Customer Name and Customer Number information will pre-fill to help in quickly 

   finding relevant products.

  3.       Select products to be added by checking boxes to the left-hand side of product name. To select 

            all products, check box above Name column.

  4.       Select {Add}. A results window will pop-up to confirm Products successfully added.


Removing Products

Step     Action

  1.       From the Contact edit modal window, select {Online Ordering} on the right-hand side of 

            screen and then scroll down to Products section.

  2.       Select products for removal by checking boxes to the left-hand side of product name. 


  3.       Select {Remove}. A window will pop-up to confirm selected items to be removed.

  4.       Select {OK}. A  results window will pop-up to confirm Product Access successfully removed.