How to add a contact to a customer

How to add a contact to a customer. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

1. Open the customer and go to the Contacts tab.
2. Press New contact (or use Sales & Customers → Contacts, Contacts, and choose the customer).
3. Enter Name (required), then Title, Contact role, Email, Phone, Preferred channel (Email, SMS or WhatsApp) and Language.
4. Tick Primary contact, Portal access and Receives invoices as needed, then press Save.

Tip

Quotes, site-visit confirmations and automatic messages use the contact's own channel and language.