• Create a New Contact Profile
• Contact Profile Toolbar & Quick Info Fields
• Contact Profile: Main Tab
• Contact Profile: Additional Info Tab
• Group Contacts using User Code Fields
• Set a Discount & Other Contact Profile Settings
• Contact Profile: Notes Tab
• Contact Profile: Account & Invoice Tab
• Contact Profile: Products Tab
• Contact Profile: Checklist Tab
• Contact Profile: Contact Log Tab
• Contact Profile: Action Items Tab
• Add or Update a Customer Payment Method