> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/backoffice/backoffice/customers/add-a-contact-person.md).

# Add a contact person

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

This keeps customer communication clear.

{% hint style="info" %}
Customer contacts are part of the standard customer record.

They are available in all OutSmart packages.
{% endhint %}

### Add a contact person from the customer card

{% stepper %}
{% step %}

### Open the customer card

Go to **CRM**.

Open the customer you want to update.
{% endstep %}

{% step %}

### Open Contacts

Select **Contacts**.

Then click **Add**.
{% endstep %}

{% step %}

### Fill in the required fields

Enter a unique **Code**.

Then enter the contact person's **Name**.
{% endstep %}

{% step %}

### Save the contact person

Click **Save**.
{% endstep %}
{% endstepper %}

### 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

<details>

<summary>Can a customer have multiple contact persons?</summary>

Yes.

Add as many as needed.

</details>

<details>

<summary>Which fields are required?</summary>

Only **Code** and **Name**.

</details>

<details>

<summary>Can I edit a contact person later?</summary>

Yes.

Open the contact again from **Contacts**.

</details>

### Related topics

* [**Customers**](/backoffice/backoffice/customers.md)
* [**View a customer card**](/backoffice/backoffice/customers/view-a-customer-card.md)
* [**Create a work order from a customer**](/backoffice/backoffice/work-orders/create-a-work-order-from-a-customer.md)


---

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