Creating Customer Contact Methods

Users with the Admin role can create new, preferred contact methods for customers.

Additional Resources

Creating a Customer Profile

Managing Customer Profiles

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Adding a New Contact Method

1. From the Navigation Bar, go to Settings -> Company Settings.

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2. On the Settings Overview page, click the Customers dropdown from the list of settings on the left column. From the list of options, click Contact Methods.

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3. On the Contact Methods page, click Add Contact Method to create a new contact method or click the Edit button under the Actions column to make changes to an existing entry.

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4. Begin filling out the fields for the new Contact Method.

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  • Name - Assign a name to your contact method.
  • Is SMS - Select this checkbox if the contact method is reachable via SMS.
  • Is Email - Select this checkbox if the contact method is reachable via email.
  • Is Phone - Select this checkbox if the contact method is reachable by phone call.
  • Priority - Assign a number, beginning at zero, to arrange the placement of this contact method on the overview page. A lower number will seat the entry higher on the list.
  • Is Active - Select the checkbox next to this field to show this method in available lists. Uncheck to hide/remove from list views.

 

5. When you are satisfied with your changes, click Save.

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6. After saving, your new contact method will show on the overview page.

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Updating a Customer's Preferred Contact Method

When adding or editing a customer, you can update the Contact Method preference for the customer.

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START 1.18.X

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