Add Contact Information

Follow this procedure to add the contact information associated with work registering a customer.

 

Step

Action

1

Enter First Name, Middle Name, and Last Name.  The customer's Social Security Number should already be completed.  

2

Enter "Also Known As", if applicable (this allows a nickname to be entered).

3

Enter Address 1 (indicates the primary street address).

4

Enter Address 2 (use this as an extra line for the address, e.g. an Apartment number).

5

Enter City, State, and Zip Code.

6

Enter an e-mail address for the customer (see notes below for free e-mail providers).

7

Enter a phone number for the customer's primary phone number.

8

Enter a secondary phone number for the customer (acts as an alternate point of contact - possibly use their work number or a family member's number).

 

 

Notes: