If an AP contact requests their email address be updated or added to a customer's account in TermSync, it is recommend you make this update in your ERP/CRM first. If you need to make this update immediately, you can navigate to the customer's Address Book in TermSync and make the update directly in the customer's account.
Adding New AP Contacts in TermSync
1. Locate the customer in TermSync by searching the customer name or id in the Customer Listing.
2. Once you've clicked on the customer's name or id, you will and in the customer's Invoices tab.
3. Click on the customer's Customer Details tab, to the left of the Invoices tab.
4. Now that you are in the Customer Details tab, click on Add a New Contact in the Address Book.
Please note if you are updating an existing contact's email address, you should delete the existing contact and add new.