Customer contacts
A customer is a firm; a contact person is an individual at that firm. Quotations and follow-up emails go to specific contact persons, so each customer should have at least one.
Before you start
- The customer record must already exist. See Customers.
- Have the contact person's first name, last name, email, phone number, and post ready.
Open the contacts screen
- Open Data Entry and click Customers.
- Find the customer and click its Update Contacts button (or View Contacts if you do not have add or edit permission).
The Contact Persons screen opens with the customer name shown above the list.
Add a contact
- Click + Add Contact Person.
- Fill in the salutation, first name, last name, email, phone number, and post.
- Save.
The contact appears in the list and becomes available wherever the system asks you to choose a contact for that customer.
Find a contact
Use the Search contact persons… box to narrow the list. The list pages in as you scroll.
Edit or remove
Depending on your permissions, each row shows Edit and Delete buttons. The delete confirmation reads Delete Contact Person. If the contact is linked to one or more enquiries, the delete is blocked and an Unable to Delete screen lists those enquiries with a View link for each, so you can reassign them first.
Common questions
Can the same person be a contact for two customers?
No. Each contact person belongs to exactly one customer record. If the same individual works with two customer firms, add a separate contact under each.
Which contact gets the quotation?
When you generate a quotation, you pick the contact from the list. Make sure the right one is selected before sending.