Add contacts to a customer

A customer record holds the company or main address. Contacts are the individual people you deal with there — for example a buyer, an accountant, or a warehouse manager — each with their own phone, email, and role.

Add a contact

1. Open the customer in Addresses and save it at least once (contacts appear only after the customer exists).
2. Find the Contacts section on the customer's edit page.
3. Click Create new.
4. Enter the contact's details, then click Save.

The contact now appears in the Contacts list on the customer page.

Edit or remove a contact

In the Contacts list, use the row actions to edit a contact's details or delete a contact you no longer need.

Related: Create a customer.