Benefits

1. Associate projects to client users without sending an invite.
   
2. Create unlimited contacts for your client company.
   
3. Sync your contacts with Zoho Analytics.

View and Add Contacts

1. Navigate to Users > Customers > View details
   
2. Scroll to view Contacts section.
   
3. Click  on the right corner of the Contacts section to add new contact. Alternatively hover over the Add Customer button drop down, on customers tab and select Add Contact.
   

Invite Contacts to Customer

1. Navigate to Users page from the left navigation pane.
   
2. Go to Customers tab.
   
3. Hover over the specific Customer and click .
   
4. Select Invite Contact.
   
5. Enter Client User details and click Invite.

Convert Contact to Client User

1. Navigate to Users > Customers
   
2. Hover over specific customer and click .
   
3. In the Overview section, scroll to the Contacts and click  .
   
4. Select Convert to a client user.
   

Edit Contact

1. Navigate to Users > Customers.
   
2. Hover over the specific customer and click .
   
3. In the overview section, scroll to the Contacts and click  .
   
4. Select Edit.
   
5. Make the necessary changes to the contact details.
   
6. Click Update.
   

Delete Contact

1. Navigate to Users > Customers.
   
2. Hover over the specific customer and click .
   
3. In the overview section, scroll to the Contacts and click  on the Contact.
   
4. Select Delete.
   
5. Confirm your action and click Delete.
   

Deleting a customer automatically deletes the contact associated to it.