How do I add secondary contact information for my customers?

The primary contact information syncs from your accounting package, but you may want to record secondary contact information. You can do this in the Secondary Contact fields in the Customer page. 

If you want these contact details to replace the contact details that are synced over from your accounting package, just click "default." Then, the next time you send an invoice reminder or place a call, the secondary contact will appear automatically in the reminder panel.


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