Integrated software accounts should not use this method of creating contact records. Contact records created using this method will not be synced with the customer's record in your management software. Contact your Merchant Services support team for information on creating contact records that will sync with your management software.
All other platform users can follow the steps outlined in this article to create new contact records.
Here's an interactive tutorial
10 STEPS
1. Welcome to this article, "Create a Contact Record."
2. Start by clicking Contacts.
3. Click Add Contact.
4. Enter the Contact's name, account number (if needed), and email address.
5. Complete the Address fields with the billing address for the contact.
6. Enter the phone, DOB, and account balance as needed.
7. Set the receipt and alert message options.
8. Complete the API and Custom fields as required by your business.
9. Click Save.
That's it. You're done!