Overview
The Contactstab shows all contacts linked to a customer. Contacts can be:
Added to orders
Set to receive order status notifications
Recipients of quotes and invoices
📍Where to find it in the app:
Sales>Customers> select a Customer >Contactsor use Global Search > search for a customer >
Contacts
Key features
Search
Search by contact name, phone, mobile number, or email address.
📝Note: partial search is supported. For example, searching “Je” will return both Jessica and Jeffrey.
Add contact
Add contact button allows new contacts to be added to a customer account.
📝Note: there is no limit to the number of contacts that can be added per customer.
Kebab menu (⋮)
Use the kebab icon (⋮) next to a contact to access the Delete option.
How to add a contact
Select
Add contactComplete the following fields:
Contact name (required)
Email address (must include a username, “@”, and domain)
Phone (ensure correct country format)
Mobile (ensure correct country format)
Click anywhere on the white background to automatically save the contact.
📝Note: if customers exist in accounting packages (MYOB, QuickBooks Online, or Xero), bulk contacts can be imported in bulk via Settings > Integrations > Import Customers.
How to edit a contact
Click the + icon next to the contact to expand it
Update the contact fields
Click anywhere on the white background to automatically save changes
How to delete a contact
Click the kebab icon (⋮) next to the contact
Select
Delete.
📝Note: deleting a contact does not remove them from historical orders.
✋ Warnings:
Contacts flagged as invalid cannot be deleted. Any invalid fields must be corrected first
A short popup will appear after deletion to allow an
Undo. Once dismissed, the contact must be re-added manually if needed.