Add a customer/work address contact

You can add a contact to a customer/work address. 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.


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

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

Watch a quick video showing you how to add a contact

Or read how to add a contact

  1. Search for the customer/work address you would like to add a contact to



  2. Click on the customer/work address name to open their account. Navigate using the tabs across the top. Click Contacts



  3. You will see a page with contacts. Click Add new contact on the top right of this section



  4. You will see a page with text boxes and tick boxes. Fill in the information and click Add contact



 

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