Each Customer in your CoreBridge system can have one or more contacts. By default, a single contact will be assigned as both the Primary contact and Billing contact. Once additional contacts have been added, different contacts can be assigned as the Primary or Billing contact.
How to add a New Contact to a Company
- Navigate to the Customer record, and select the Contacts tab.
- Select Add New Contact.
- Complete the required fields as indicated, then click Create New Contact.
NOTE: The email address must be unique for each contact in a company. The email address is also used as the contact's username within the Customer Portal.
- If you have more than one contact, you can set a contact to be the Primary contact and/or Billing contact. Click Update Primary & Billing Contacts to set this.
- Mark the appropriate button next to each contact name, then click Save.
How to add a New Contact to a Customer during Estimate or Order Entry
You can add a new contact during estimate or order entry by clicking the + icon next to the Order Contact field.