Creating new Contacts ensures that Companies have a default person in the documentation such as estimates, or invoices. To meet system requirements, there must be at least one active contact with a valid email address associated with each company. This helps maintain clear lines of communication, supports efficient workflow management, and ensures that critical information reaches the right person.
To set up a contact, navigate to Contacts, click + New Contact and enter all of the details in the pop-up menu. The contact must be assigned to a Company, include a First Name and Last Name and a Email address.
