Alpha Client Contacts
Managing contacts within client accounts
Client Contacts
Each client can have multiple contact persons. Contacts are managed inline on the client form.
Contact Fields
| Field | Required | Description |
|---|---|---|
| First Name | Yes | Contact's first name |
| Last Name | Yes | Contact's last name |
| Yes | Contact email address | |
| Phone | Yes | Contact phone number |
| Department | No | Department the contact belongs to |
Contacts do not have roles (such as billing or shipping) or a designated primary contact — they are a simple list of people at the client.
Managing Contacts
Adding Contacts
- Open the client record
- Edit the client
- In the Contacts section, click Add
- Enter the contact details
- Save the client
Editing Contacts
- Open the client record
- Edit the client
- Change the contact's fields in the Contacts section
- Save the client
Removing Contacts
- Open the client record
- Edit the client
- Click the delete icon on the contact
- Save the client
Where Contacts Are Used
Contact email addresses are suggested as recipients when emailing documents to the client, such as estimates and invoices. The first contact's email is used as the default recipient.