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Customer Contact

How to add or update a customer contact

Updated over 8 months ago

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)

There is no limit to contact methods per contact person.

You can select if the notifications are for service or not

**** Please note that if the customer has an email on file, it must be set to billing notifications. If the customer has more than one email on file, only 1 email is required to be turned on for billing notifications.

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

**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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