EssentOne How-To Videos

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Add and Edit Customer Contacts

Here we're going to add a contact to your customer record were in the sales area in the customer menu. On the Contacts tab, click new contact. The only required field is the last name. However, we encourage you to enter both a first name and last name and also an email address. This makes it easy to send emails for directly from the system to your customers. After you've entered the basic information, click on the green check mark to save it back on the info tab. You can assign this new contact as your primary buyer. And while we're here, let's assign the mailing address.

Fully-integrated business management solutions for Promotional Product Industry Distributors, Suppliers and Decorators.

Essent is the leading provider of fully-integrated business management software solutions and services for process-intensive industries and the largest trading network for the promotional products industry. The Essent family of fully-integrated products and services combines best practices, business processes, software automation, and network communications to deliver unparalleled, unified business management solutions. Since 1980, Essent has offered the systems, service, software, and support critical to success in today's highly-competitive marketplace.

 
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