Add contacts under a customer so every person at the account — fleet manager, buyer, admin — lives on one record instead of creating duplicate customers.
Before You Start
Plan/Package: Requires access to Customers
Role & Permissions: Any user with Edit Customers permissions
Before you begin: The customer record must already exist.
Steps to Add a Contact
Step 1: Open the customer
Search for the customer using the search bar or go to Customers page and open the customer record.
Step 2: Open the Contacts tab
Click the Contacts tab.
Step 3: Start a new contact
Click New contact. The Add contact window opens. You can also use Add entry → Create new contact
Step 4: Enter contact details
Enter First name and Last name (required). Add a Title if you have it. Add at least one Email (Business or Personal) or Phone (Office or Mobile). Use Add additional email or Add additional phone for more.
Step 5: Set main contact (optional) and save
If this person should be the primary contact and other contacts already exist, check Set as main contact. Optionally add Notes, then click Save contact.
Conclusion
Contacts stay under the business account, so your team always knows who to call without hunting duplicate records.
For additional questions or assistance, you can always chat with us for a fast response. If your plan includes Customer Success Manager support, you may also reach out to your CSM directly, or visit https://www.worktrucksolutions.com/contact-us for more options.