Overview
The Contacts tab shows all contacts linked to a Customer. Contacts can be:
Added to Orders
Set to receive Order status notifications
Recipients of Quotes and Invoices
👥 Access Permissions: only users with access to Customers can view Customers main page. Please review user roles prior commencing.
📍Where to find it in the app:
Sales>Customers> select a Customer >ContactsGlobal 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, QBO, 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.