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Add and Manage Customer Contacts

Learn how to add, update, and delete contacts associated with a customer.

Updated this week

Overview

Customer contacts store the people you communicate with for a customer. Contacts can be used for sales orders, invoices, shipments, and general communication.

You can add, update, or delete customer contacts at any time after a customer is created.

When to Use This

Add or update customer contacts when you need to:

  • Store primary points of contact

  • Manage billing, shipping, or order-related contacts

  • Update contact information as roles or personnel change

  • Assign specific contacts to invoices, shipments, or orders

How to Add a Customer Contact

  1. Navigate to Sales → Customers

  2. Select the customer

  3. Go to the Contacts tab

  4. Click Add contact

  5. Enter the contact details

  6. Assign one or more contact roles (optional)

  7. Click Save

The contact is saved immediately and available for use.

Required Field

  • First name
    The first name is required to save a contact.

All other contact fields are optional unless configured by your organization.

Contact Fields

Depending on your configuration, contact fields may include:

  • First name (required)

  • Last name

  • Email address

  • Phone number

  • Job title

  • Department

Contact Roles

You can assign roles to each contact to indicate how they are used.

Common roles include:

  • Primary – Main point of contact

  • Order – Used for sales order communication

  • Invoice – Used for billing and invoice communication

  • Shipment – Used for shipment notifications

A contact can have multiple roles.

Update a Customer Contact

  1. Open the customer record

  2. Go to the Contacts tab

  3. Select the contact you want to update

  4. Make your changes

  5. Save the contact

Updates apply immediately and are used going forward.

Delete a Customer Contact

  1. Open the customer record

  2. Go to the Contacts tab

  3. Select the contact

  4. Click Delete

Deleting a contact does not affect past orders, invoices, or shipments. Historical records remain unchanged.

Best Practices

  • Always assign at least one Primary contact when possible

  • Use role assignments to ensure notifications go to the correct people

  • Keep contact information up to date to avoid failed communications

  • Delete outdated contacts to keep records clean

Related Topics

For more information on managing customers, see:

  • Customer Record Overview

  • Update a Customer

  • Add and Manage Customer Addresses

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