How do I add a customer contact and link the customer to a folder?

Open the customer in the browser and check the name and customer number. A customer can have several contacts and folder links.

1. Open Contacts.
2. Select New contact or Add existing contact.
3. Enter the name, email address, phone number and title as needed.
4. Save and confirm that the contact appears in the customer's details.

You can also manage a contact in a separate contact form. Check Connect to the customer to link the person to the correct customer.

Use the customer's Link to collection option to link the customer to a folder. Check which devices, or Spots, the folder contains and whether it already has a customer assigned. The application warns you about an existing customer link.

If you use separate invoicing and delivery customers, check Customer type and the delivery address details. The naming and placement of delivery customer folders created by an integration are defined in that integration's settings.

A customer contact and a Spot's own contact details are separate links. Check where the information is stored if a contact does not appear in the list you expect.