Overview
The Contacts tab shows every contact linked to a customer record. Contacts can be:
Added to orders.
Set to receive order status notifications.
Selected as recipients of quotes and invoices.
👥 Access Permissions
Only users with access to Customers can view or edit a customer's contacts. Review user roles before granting access.
📍 Location in the app
Sales>Customers> select a customer >ContactsGlobal Search > search for a customer >
Contacts
Search contacts
Search by contact name, phone, mobile number, or email address.
📝Note
Partial searches are supported. For example, searching "Je" returns both Jessica and Jeffrey.
Add a contact
Select
Add contact.Complete the following fields:
Contact name (required)
Email address (must include a username,
@, and domain)Phone (using the correct country format)
Mobile (using the correct country format)
Click anywhere on the white background outside the form to save the contact automatically.
📝Note
There is no limit to the number of contacts that can be added per customer.
Edit a contact
Click the
+icon next to the contact to expand it.Update the contact fields.
Click anywhere on the white background outside the form to save automatically.
Delete a contact
Click the ⋮ (more options) menu next to the contact.
Select
Delete.
📝Note
Deleting a contact does not remove them from historical orders. Records of past orders that referenced this contact are preserved.
✋ Warnings:
Contacts flagged as invalid cannot be deleted. Any invalid fields must be corrected first.
A short pop-up appears after deletion with an
Undooption. Once dismissed, the contact cannot be recovered and must be re-added manually if needed.