Managing Contact Persons
Add and manage multiple contact persons for each customer.
Steps
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1
Open a customer
Navigate to Contacts > Customers and click on the customer you want to manage.
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2
Go to Contacts tab
In the customer detail page, find the Contacts section.
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3
Add a contact person
Click Add Contact and enter the person's name, email, phone, and role (e.g. Billing, Technical).
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4
Set primary contact
Mark one contact as the primary contact. This person will be the default recipient for invoices sent by email.
Tips
- Each customer can have multiple contacts for different departments.
- The primary contact email is pre-filled when sharing documents.