Customers
Customer Contacts
Learn how to manage customer contacts
Navigate to the page via the following links:
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.