How to manage customer contacts

INTENDED SEARCHES: customer contact, additional contact, emergency contact, billing contact

Customer contacts let the company store more than one person connected to a customer account.

Steps:

1. Open the customer record.

2. Find the contacts section.

3. Add the contact first name and last name.

4. Add relation, phone, and email when available.

5. Mark the contact as emergency contact if that applies.

6. Save the contact.

Use contacts for:

- Property manager.

- Spouse or family member.

- Billing contact.

- Emergency contact.

- On-site contact.

Why this matters:

Correct contacts reduce missed calls, wrong emails, and confusion about who should approve work or receive updates.

Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.