Add customer contacts

JobTread provides the ability to enter multiple contacts on a given customer account. This is helpful in cases where you may doing work on a project with multiple shot-callers or if it's a business with several contacts. To begin, click Customers along the lefthand toolbar, choose a customer from the list, and select the Contacts tab.

Next, click + New Contact in the top right of the page. Enter the contact's details, including name, title, and any other custom fields you've applied to contacts. When a contact has been added, click their name from the list to view their full details. Click the ••• icon to the right to update their contact information or set (or unset) them as the primary contact of the customer account. The primary contact is denoted by a yellow star next to their name. Note: the primary contact's information will show by default when sending customer orders and invoices.

You can also choose to upload files that will be tied to that specific contact. Simply click and drag the files onto the image upload interface, or click Upload Files on the right side of the page to browse your local files.