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Customer Contact

How to add or update a customer contact

To add a contact to a customer profile, select the + button to the right of the Contact's box on the Account tab.

A first name is the only required field

After entering the contact name, you can select from the drop down the matching contact method (Email, Mobile, Phone, Fax)

Extensions can be added for any phone fields - Numbers and Special characters only, up to 15 characters. go

There is no limit to contact methods per contact person.

You can select if the notifications are for service or not

Once saved, you have the option to edit, delete or deactivate the contact.

Collapse and Expand the contact view

**Deactivated contact are saved on the customer profile and can be reactivated. Deleted contacts cannot**

There is no limit to how many contacts can be saved to one profile. You can have all emails on file saved to receive billing notifications.

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