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.