Each Customer in your CoreBridge system can have one or more associated Contacts. By default, a single Contact is assigned as both the Primary and Billing Contact. Once additional Contacts are added, you can designate different individuals for these roles as needed. Contacts listed under a Customer can also be selected during Estimate or Order entry as the point of contact for that transaction.
Adding a New Contact to a Company
Navigate to Sales Module / Customers / Search and find the Company for which you wish to add Contacts.
1. Select the Contacts tab on the Customer Information page.
2. Click on + Add New Contact.
3. Fill in the information. Required fields are indicated.
4. Click Create New Contact.
Note: Each Contact must have a unique Email Address within a Customer record. This Email is also used as the Contact’s username for the Customer Portal (if enabled).
Updating Primary & Billing Contacts
When multiple Contacts are created, you can assign different individuals as the Primary and Billing Contacts. By default, the first Contact entered is assigned to both roles.
Navigate to Sales Module / Customers / Search and locate the Company for which you need to update the Primary or Billing Contact.
1. Select the Contacts tab on the Customer Information page.
2. Click +Update Primary & Billing Contacts.
3.To set the Primary and Billing Contacts, select the radio button next to their name, under the appropriate column.
4. Click Save.
Adding a New Contact During Estimate or Order Entry
New Contacts can be added during Estimate or Order entry. The process is the same for both, this example will use Estimate.
1. Enter the Customer you are creating an Estimate or Order for.
Note: The Primary Contact will be displayed by default.
2. Click the + sign next to the Order Contact Name.
3. Fill in the information. Required fields are indicated.
4. Click Create New Contact.
Note: You may continue with your Estimate or Order entry.
Customer Email Groups
Customer Email Groups let you organize Contacts at the Customer level. These groups can then be selected when sending emails from CoreBridge.
Note: Email Groups are not available for automatic system-triggered Customer Communication at this time
Navigate to Sales Module / Customers / Search and locate the Company for which you would like to create an Email Group.
1. Select the Contacts tab on the Customer Information page.
2. Click Customer Email Groups.
3. Select the Email Group you would like to work with.
Note: Email Group names must be unique within the same Customer, but can be reused across different Customers
Note: Email Group Names can be edited at any time by clicking on the Name. This opens a pop-up allowing you to make the change. See example below.
4. Select the Contacts you would like to add to the group.
5. Edit individual Email Addresses by clicking on the Email.
Note: This will open a pop-up allowing you to enter the new Email. See example below.
6. Additional Email Groups can be created by clicking Create, or delete Email Groups by clicking Delete.
Note: Create will open a pop-up allowing you to enter the name of the Email Group. See example below.
Note: Delete is a one-step process that will remove the most recently created group.
7. Click Save Changes.
Examples:
