Managing Multiple Contacts for Each Customer

Table of Contents

Our system now allows you to store multiple phone numbers, mobile numbers, and email addresses for each of your customers. This makes it easier to maintain comprehensive contact details and reach out to your customers through their preferred contact methods.

How to Add Multiple Contacts

To update a customer’s contact information:

  1. Navigate to Search > Customers in the system.
  2. Select a customer from the list to open their record.
  3. Click on the ‘Contact Info’ button (i) located at the bottom left corner of the window.
(i)

In the pop-up window (ii), you’ll find the option to add, edit, or delete multiple contact details for the selected customer.

(ii)

Using Multiple Contacts

When you’re ready to send SMS or email messages, if a customer account has multiple contacts listed, you’ll now have the option to choose which contact details to use for sending the message. You’ll also be able to select these numbers in the SMS manager.

Limitations

There are a few places where only the primary contact details can be used:

  • Communication History: This will also default to the primary contact number. There is currently no option to send to alternative contacts.
  • Reminders: When setting up reminders, alternative contact numbers cannot be selected and will default to the primary contact information.