Managing customer contacts and passwords

You can add additional contacts to a customer record so you can communicate with, and send invoices to more than one person for each customer.

You must have permissions to manage customers in order to manage customer contacts.

Jump to:


Adding a new customer contact

  1. Click Customers in the left navigation menu
  2. Click the customer name you are adding the contact to
  3. Click Contacts
  4. Click Add Contact
  5. Fill out the required fields
  6. Click Save

Editing a customer contact

  1. Click Customers in the left navigation menu
  2. Click the customer you are editing the contact for
  3. Click Contacts
  4. Click the more options dots ⋮ next to the contact to edit
  5. Click Edit
  6. Edit contact details
  7. Click Save

Deleting a customer contact

  1. Click Customers in the left navigation menu
  2. Click the customer the contact is being deleted from
  3. Click Contacts
  4. Click the more options dots ⋮
  5. Click Delete
  6. Click Yes to confirm

Note: the contact marked as "PC" is the primary contact based on the email address entered for the customer in their main profile. That contact cannot be edited from the contacts tab, or deleted, but if the PC email address need to be changed, edit the customer profile on the Details tab.


Restoring a deleted customer contact

  1. Click Customers in the left navigation menu
  2. Click the customer you are deleting the contact from
  3. Click Contacts
  4. Click the Active dropdown, select Inactive or all
  5. Click the more options dots ⋮ for the contact to reactivate
  6. Click Restore contact

Resetting a customer contact's password

  1. Click Customers in the left navigation menu
  2. Click the customer name
  3. Click more actions
  4. Click sub-customers
  5. Hover over customer details and click Contacts
  6. Click the contact's first name
  7. Click the key icon
  8. Under Change Password, check the box for Generate the temporary password automatically
  9. Click Change to reset the password

Your customer will get a password reset email and they can select their new password.


Things to know

  • Because a login to the customer portal is created with every contact's email, no 2 contacts can have the same email address.