Managing Multiple Contacts For A Customer

SliQ Invoicing Online allows you to manage multiple contacts per customer. For each contact a contact name and email address can be entered and the contact can be selected as the contact for sending invoices, quotes, credit notes or statements.

Primary Contact

When a new customer is created the customer record allows you to enter a primary contact for the customer. This contact will be used when emailing items to the customer, e.g. invoices, reminders, quotes, unless one or more additional contacts are entered and chosen to be the invoice contact (for example). The picture below shows the primary contact for a customer.

Adding Extra Contacts

Additional contacts can be entered for a customer by clicking the More Contacts button on the Primary Contact tab when editing a customer. An example of the Primary Contact tab is shown in the picture above with the More Contacts button shown near the bottom of the picture. When the More Contacts button is pressed a list showing all the contacts, including the primary contact, for the customer is shown. The list allows additional contacts to be added and the existing contacts to be edited.

When adding/ editing a contact you can choose which type of documents the contact is to be used for, e.g. is the contact to be used when emailing statements and quotes. You can select more than one contact for a document type, e.g. you might choose 3 contacts to be used when emailing invoices.

Note: If no contact is specifically selected for a document types, e.g. no contact is selected as to be used for credit notes, then SliQ will use the primary contact when that document type is being emailed.