Overview
In addition to using 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.
Manage contacts
Search for and open any customer or location record.
Go to the Customer Details menu on the right and look for the Contacts section.
In the Contacts section, click Edit
.Note: If there are more than three contacts associated with the record, you can also click View more contacts.
The Contacts screen opens, displaying all contacts associated with the customer or location record you’re viewing.
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.
You can also:
Click the Name of a contact to view or edit it.
Click More
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.