Customer contacts

This article will be looking at customer contact and all the features available on the platform.

Irina Anichshuk avatar
Written by Irina Anichshuk
Updated over a week ago

Sometimes the contact details that you have on file change or you require to include someone else to get invoices approved quicker. At this point, you need to add a new contact, mark the old contact as inactive, or highlight who your primary contact is.

How to add a new contact?

To add a new contact - Go to your customer profile ➡️ select the “+” in the contacts widget to add a new contact.

How to edit an existing contact?

To edit an existing contact, mark them as inactive, or make a primary contact – select “…” and you will be able to see the dropdown menu as per below.

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