Customer Contacts

Overview

Store multiple contacts per customer - different people for orders, accounts, site access, etc.

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Adding Contacts

1. View customer record
2. Click Contacts tab
3. Click Add Contact
4. Enter details:
   • Name
   • Job title
   • Email
   • Phone
   • Role/type

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Contact Types

• Primary: Main point of contact
• Accounts: For invoices/payments
• Site: On-site contact
• Orders: For bookings

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Managing Contacts

• Edit: Update contact details
• Set Primary: Make main contact
• Delete: Remove contact

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Using Contacts

When creating orders:

• Select site contact for delivery
• Invoices go to accounts contact
• Reminders to appropriate person