Managing customer contacts in NexerIQ
The people and contact details for a customer live on the customer's Contacts tab — the phone numbers and email addresses you use to reach the business, plus the named people you actually deal with there. Keeping them current means your team always has the right person and the right number to hand. This guide shows you how to manage both.
Opening the Contacts tab
Open a customer from Customers and select the Contacts tab. It has two parts: Contact Methods (phones and emails for the business) and Contact People (the individuals you deal with).
Contact methods: phones and emails
Under Contact Methods you can record as many phone numbers and email addresses as you need.
- Click Add Phone to enter a Calling Code, Phone Number, and Type.
- Click Add Email to enter an Email Address, a Display Name, and a Type.
- Use the menu on any entry to Edit or Delete it.
Contact people
Contact people are the individuals you actually talk to at the customer. Under Contact People, click Add Contact and fill in:
- Name (required), and optionally a Title and Department.
- Aliases — alternate names this person is known by, which also help when searching.
- Their own addresses, phones, and emails, added right inside the contact.
Each contact appears as a card showing their details; use the card's menu to edit or remove them.
Tip: Add a clear Display Name and a Type to each phone and email so the rest of your team instantly knows which number or address to use. For where the customer's mail and deliveries go, see the customer addresses guide; for parties that receive goods or e-invoices on the customer's behalf, see the customer receivers guide.
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