Adding a default contact
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Prerequisites
- Access to the File > Customer (CT001) menu.
- Created customer.
Introduction
It is really important to keep the default contact of a customer updated, as this is the main form of communication with them. Thus, ensuring that all data is complete is fundamental.
Adding a default contact
1. Access the File > Customer (CT001) menu.
2. Select the desired customer.
3. Click on the 
button.
4. Access the Contact tab, click on the Add button and select the Add contact option.
5. Fill in the Contact and E-mail fields.
6. Enable the Use as default option.
A customer may have only one contact selected as default. Thus, when a contact is made the default one, another contact selected before will be automatically disabled.
7. To finish, click on the Save and exit button.
Conclusion
With the customer's contact configured, it is possible to execute the survey for evaluation.