Customer Properties: Contact Details

Managing Customer Contact Details

Enter the Contact information to identify the customer and contact. The fields are self-explanatory with a few notes:

The Primary Email address is used to deliver email communications including invoices, statements etc.
The secondary email field available is used to keep track of email addresses that you do not want to send automated communications to however need to keep on file
The Customer ID is a text field which is intended to be used as a key or index to other systems to identify the customer. For example, it might be your own customer account number. This field can be personalized to your account via Settings - Customization - Display

Click Save to save the contact information.