---
title: "Manage contacts from customer and location records"
slug: "manage-contacts-from-customer-and-location-records"
updated: 2026-03-27T19:01:52Z
published: 2026-03-27T19:01:52Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage contacts from customer and location records

## Overview

In addition to using [Contact Hub](/v1/docs/manage-contacts-from-contact-hub), you can still manage contact records directly from customer and location records.

---

### 

****Who uses this feature****

- Office employees
- Applies to all business types
- Applies to all trades

****Feature configuration****

- This feature is currently in Early Access and is subject to change.
- Account configuration is required to use this feature. To update your account, please contact your success or implementation manager. Fill out the form and share your feedback [here.](https://forms.gle/rGECti9p96i5wSmu7)

## 

Manage contacts

1. [Search for](/v1/docs/use-search-in-servicetitan) and open any customer or location record.
2. Go to the **Customer Details** menu on the right and look for the *Contacts* section.
3. In the *Contacts* section, click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-customer-and-location-records-image-kmmpn839.png)**.

> [!NOTE]
> **Note**: If there are more than three contacts associated with the record, you can also click View more contacts.

*![edit a contact](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-customer-and-location-records-image-odo1edk1.png)*

The *Contacts* screen opens, displaying all contacts associated with the customer or location record you’re viewing.

*![Contacts screen opens, displaying all contacts associated with the customer or location record you’re viewing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-customer-and-location-records-image-h8abz67j.png)*

## Actions

You can select multiple contacts to bulk **Merge, Remove Association,** or **Deactivate** them.

> **Note:** You can only merge up to three contacts at a time.

*![Merge, Remove Association, or Deactivate contacts](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-customer-and-location-records-image-vymsinya.png)*You can also:

- Click the **Name** of a contact to view or edit it.
- Click **More ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-customer-and-location-records-image-sp57ekdj.png)** to **Remove Association** with the customer or location record, **Deactivate** the contact, or **Delete** the contact.
- Use the *Search* box to find a contact by **Name, Title,** or **Contact Method.**

## 

## Want to learn more?

- See [Contact Management](/v1/docs/contact-management)
- See [Manage contacts from Contact Hub](/v1/docs/manage-contacts-from-contact-hub)