Customer Contacts

Navigate to the page via the following links:

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Add or Edit Contacts

Manage the customer’s primary contact information and email preferences.

• Primary Contact Information:

  • Name: The primary contact’s first and last name.

  • Email: The email address for this contact.

• Email Preferences: The contact’s email preferences.

  • Billing: Used for sending invoices and receipts.

  • Updates: Used for general customer updates.

  • Legal: Used for signatures of quotes and renewals.

To add a new contact, click + New Contact.