This tab works the same way on work address records as on customer records.
Contacts tab
The Contacts tab stores the customer's contact information.
Users can edit contact details and add additional contacts using the Add new contact button.
Clicking a contact's phone number or email initiates a call or opens the email builder.
Adding a Contact
Click Add new contact
Enter contact details
Title: Select from dropdown.
Name: Type customer first name.
Surname: Required field.
Office: Click field name to change phone number type
Click flag to change area code
Type phone number
Add phone number
Position: Role of the contact person.
Email: Email address of the contact person.
URLs: Add any active Twitter, Facebook, and LinkedIn URLs for the contact.
Set the customers Communication Preferences: When entering information in a field that relates to a communication preference, the preference is ticked automatically. Tick/untick the preferences as per the customer's request.
Click Add contact to save the record.
If a customer is not receiving an automatic communication, check that the preference is selected for their contact.
SMS preference will not display if SMS is not enabled on your account.
Phone numbers must include a country code prefix by default to support global formats. This setting applies system-wide and cannot be disabled.
Managing a contact
Once the contacts are added, they will be displayed in the list under the Contacts tab, where they can be managed.
Set a clear point of communication with a primary contact for private customers. All documentation for this customer will be addressed to this contact, and this contact name will be displayed in the details side panel.
Setting a primary contact
âĄď¸ Contacts tab > Actions column > Click Set as primary contact > Type Primary > save.
The primary contact is only available for Private customer type(s).
Editing a Contact
âĄď¸ Contacts tab > Actions column > Click Edit > Amend > Save.
Editing a contact will update all historical data.
Deleting a Contact
âĄď¸ Contacts tab > Actions column > Click Delete > Type Delete > Click Delete.
Deleted contacts cannot be restored.