Creating a contact
A contact is a person tied to a customer, such as a site manager or billing contact. To create one, open the New contact page (New Contact on the Contacts page, or New > Contact from the top bar) and first choose which customer the contact belongs to; you can select an existing customer or create a new one from here.
Search for an existing customer by name or by the complete value of a text or number custom field, such as a customer number. Exact matches appear before partial names and similar spellings.
(If you started from a specific customer's page, that customer may already be selected for you.) Next, enter the contact's details. First name is required; last name, email, a primary and secondary phone, title, and notes are optional.
Every contact must have at least one role so the system knows what they do on the account. The Customer-level roles section is required unless you add property-level roles instead.
If your business has configured contact custom fields, fill them in under Custom fields. Required fields show an asterisk and must have a value before saving. Admins configure these in Settings → Custom Fields, with Applies to set to Contact.
Customer-level roles apply across the whole customer account, and for each one you can mark the contact as primary or secondary. If the contact's responsibilities are tied to specific properties rather than the whole account, click Add Property-level roles and choose the role plus the properties it applies to; in that case at least one property-level role is required and the customer-level section becomes optional.
When the same person covers every property on a large account, the property picker has a Select all option at the top of its list that assigns all the properties still available at once, instead of clicking through them one by one.
You can also mix both kinds. If the customer has Customer Portal access enabled, you may see an option to give this contact portal access too. When everything looks right, save to create the contact and open their page.
Where to find it: New Contact on the Contacts page, or New > Contact; the New contact page's customer selector, contact details, and roles section
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