Add a contact person

Add a contact person to an existing customer.

Add contact persons when you need named people for work, service, or billing.

This keeps customer communication clear.

Customer contacts are part of the standard customer record.

They are available in all OutSmart packages.

Add a contact person from the customer card

1

Open the customer card

Go to CRM.

Open the customer you want to update.

2

Open Contacts

Select Contacts.

Then click Add.

3

Fill in the required fields

Enter a unique Code.

Then enter the contact person's Name.

4

Save the contact person

Click Save.

Add a contact person from a work order

1. Create a new work order.
2. Select an existing customer.
3. Open the Contact Person field.
4. Click Add in the dropdown.
5. Enter the contact details and save.

Frequently asked questions

Can a customer have multiple contact persons?

Yes.

Add as many as needed.

Which fields are required?

Only Code and Name.

Can I edit a contact person later?

Yes.

Open the contact again from Contacts.

Related topics

• Customers
• View a customer card
• Create a work order from a customer