Overview
Use Contact Hub to view and manage all your active and inactive contact records in one place. You can also create new contacts without needing to create a new customer record. This streamlines your contact management workflows.
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.
Associate an existing contact with a customer or location record
Add an association from the customer or location record
Open the customer or location record, then click Edit
or View more from the Contacts section.On the All Contacts screen that opens, click + Associate Contact.
On the Associate Contact screen that opens, click the Existing Contacts tab, search for and select the contact you want to associate with this customer or location record, then click Associate Contacts.
Note: If you're adding a contact from the customer record, you can check the Add Contact to Customer's Service Location box to also link the contact to the location.
The contact is now associated with this customer or location record.
Add an association from Contact Hub
Open Contact Hub, then click the Active tab.
Search or filter for the contact you want to add association.
Click the Name of the contact to open it.
Go to the Associations section, and click Add +.
From the Association Type dropdown that opens, select the type of the record: Customer or Location.
In the search field, enter the name of the customer or location and click to select it.
When you’re finished, click Add.
Remove a contact association
Remove contact associations from customer or location records when you want the connection to be severed without deactivating or deleting the actual contact record.
Remove a contact association from the customer or location record
Open the customer or location record, then click Edit
or View more from the Contacts section.On the All Contacts screen that opens, search for and select the contacts you want to remove from this customer or location record, then click Remove Association.
The contacts are now no longer associated with this customer or location record.
Remove a contact association from Contact Hub
Open Contact Hub, then click the Active tab.
Search or filterfor the contact you want to remove associations from.
Click the Name of the contact to open it.
Go to the Associations section, hover over the customer or location you want to remove, and then click Remove Association
.
Review the confirmation message, then click Remove.
The contact is no longer associated with the customer or location record.