The edit screen for contact information has required and optional fields. Completing all fields is recommended but not necessary.
Contact Details Tab
First or last name are required, at minimum. All other fields are optional but email and phone should be entered, as well.
Web Store Tab
Establish an account for the contact so he/she can log into the Web Store to manage account settings. The customer can also opt out of receiving email confirmations; receipts can be accessed via the Web Store account. This tab allows staff to create a new password for a contact.
Import Type Tab
If applicable, assign the contact to an import list using the drop-down. Only import lists added to Portal will be listed.