A customer can have one or more contacts and a contact can be assigned as Primary or Billing contact (or both). Contacts listed under a customer can be used during estimate/order entry to assign them as the contact point for that transaction.


This article covers the following topics:



Adding a New Contact to a Company

  1. Navigate to Sales Module > Customers > Search and find the company for which you wish to add contacts.


  2. Click on the company name to open the record, and select the Contacts tab on the Customer Information page.
  3. Click on + Add New Contact.



  4. Complete the information. Required fields are indicated. Then click Create New Contact.

        NOTE:  Each contact's email must be unique under that customer. The contact email will be used as the username for this contact's Customer Portal (if enabled).



Updating Primary & Billing Contacts


Once you've created more than one contact, you can set separate Primary and Billing Contacts. By default, your initial contact will be set as your Primary and Billing Contact.

  1. Navigate to Sales Module > Customers > Search and find the company for which you wish to change the primary or billing contact.


  2. Click on the company name to open the record, and select the Contacts tab on the Customer Information page.
  3. Click on +Update Primary & Billing Contacts.


  4. To set the Primary contact, select the radio button next to their name, under the Primary column.  
  5. To set the Billing contact, select the radio button next to their name, under the Billing column.  
  6. Click Save.




Adding a New Contact during Estimate / Order Entry


New contacts can also be added during Estimate/Order Entry. 

  1. Enter the Customer you are creating an estimate/order for.
  2. The Primary contact will be displayed by default. To add a new contact, click the + sign next to the Order Contact name.


  3. Complete the information, and click Create New Contact.

  4. Continue with your estimate/order entry.