Customer Profile
Contacts
Manage individual contacts at customer companies.
Track multiple contacts at each customer — buyers, owners, managers, and other key people.
Quick Overview: Add contacts for each person you interact with at a customer. Mark one as "Preferred" to make them the default for communications and activities.
Contact Fields
| Field | Description |
|---|---|
| Name | Contact's full name |
| Role | Position (Buyer, Owner, Manager, etc.) |
| Contact email address | |
| Phone | Contact phone number |
| Mobile | Contact mobile number |
| Preferred | Mark as the main contact |
Adding a Contact
- Find the Contacts card on the Profile tab
- Click the + button
- Fill in contact details (name required)
- Toggle Preferred if this is the main contact
- Click Save
Editing and Deleting
- Edit: Click the edit icon on a contact, update fields, save
- Delete: Click the delete icon, confirm deletion
Preferred Contact
Marking a contact as Preferred means:
- They're the default when creating activities
- Their details appear prominently in communications
- Automatic notifications use their contact info
Only one contact can be preferred at a time.
Tip: Set the person you talk to most as Preferred. When you create activities, their name auto-fills — saving you time on every interaction.
Contact Roles
Common roles to consider:
- Buyer — Places orders, negotiates pricing
- Owner — Decision maker for major purchases
- Manager — Day-to-day operations contact
- Accounting — Handles payments and invoices
- Receiving — Coordinates deliveries
Contacts vs Branches
Contacts belong to a specific location:
- Main customer contacts stay with the main profile
- Branch contacts are managed on each branch's profile
- Contacts don't automatically copy between locations
Did you know? Adding a contact's mobile number enables SMS features if your organization uses them. It's worth capturing even if email is your primary channel.