Manage customer contacts

Lite+

The people you actually deal with at a customer — the director, the project manager, the site contact. Each customer keeps its own list of contacts, with one marked as the default.

When to use

Setting up a new customer (every customer needs at least one contact), or when your day-to-day contact at a company changes.

Step by step

A customer row, e.g. 'Ashburton Plains Developments' — 1. Open the customer whose contacts you want to manage.

Contacts (tab) — 2. Switch to the Contacts tab to see everyone you deal with at this customer.

Contacts grid (Full Name, Phone, Mobile, Email, Contact Role, Is Default) — 3. Each row is a contact. The Is Default column shows your main point of contact.

New (Contacts grid toolbar button) — 4. Add a new contact — this opens the Customer Contact editor.

First Name (textbox, Customer Contact dialog) — 5. Enter the contact's first and last name.

Last Name (textbox, Customer Contact dialog) — 6. Add their surname.

Phone / Mobile / Email (textboxes, Customer Contact dialog) — 7. Fill in how to reach them — phone, mobile and email.

Contact Role (combobox, Customer Contact dialog) — 8. Pick their role, e.g. Director or Project Manager, so the team knows who's who.

Is Default (checkbox, Customer Contact dialog) — 9. Is Default marks your main point of contact. Only one contact can be the default — setting it here clears it on the previous one.

Save (Customer Contact dialog button) — 10. Save the contact. Every customer needs at least one, with exactly one default.

Last updated on July 8, 2026

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