Add a customer/work address contact

Watch a quick video showing you how to add a contact to a property, and scroll down for more information

 

Additional information

What is this used for?
This will mean you can call/email/send letter to someone else in order to contact your customer. This can be a family member, office manager, assistant manager etc.

What is a primary contact?
When you add a customer, their details will be the primary contact, meaning that all communication will be sent to their details. 

My customers aren't receiving communications, what do I do?
Please check that communication preferences are correct for the customer when you create them, or change the primary contact. Click here to learn how to edit communication preferences

 

 

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