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Add customer contacts

Customer contacts are people at the customer site.

Screenshot needed: Customer detail page with Contacts section

Screenshot needed: Add customer contact form

What this is for​

Contacts help service and sales teams know whom to call for installation, repair, PM, billing, or follow-up.

Who uses it​

Office admins, sales engineers, and service coordinators.

Steps​

  1. Open Customers.
  2. Select the customer.
  3. Open the Contacts section.
  4. Add the contact name, phone, email, designation, and department if available.
  5. Save the contact.

Important notes​

Keep contacts updated when staff changes at the customer site.

Common mistakes​

  • Adding a contact to the wrong customer.
  • Entering a personal number where the customer has provided an official contact.
  • Leaving old contacts active without checking.