Manage Customer Contacts in YoPrint

Contacts are the people you deal with at a customer’s business. Keep separate contacts for each person you work with at a customer. The primary contact is preselected by default when sending quotes and invoices, but you can choose any contact when emailing.

You’ll need a customer record first. See Add and Manage Customer Records if you haven’t created one yet.

Open a customer’s contacts

1. In the top navigation bar, open the Sales menu.

   

2. Choose Customers.

   

3. Double-click the customer’s name to open the customer view drawer.

   

4. Click View full page. This opens the full record in the current tab.

   

5. Choose Contacts & Addresses. The Contacts tab opens.

   

Add a contact

1. Click Add contact.

   

2. Enter the contact’s details.

   Only First name is required, though contacts need an email address to receive emailed quotes and invoices. You can add a last name, email address, phone number, and fax number. SMS enabled allows the contact to receive text order status updates if they have a valid phone number.

   

3. Click Save contact. The contact appears in the table.

   

Choose the primary contact

A customer has one primary contact, and the first contact you add becomes primary automatically. The Primary label shows who is currently selected.

1. Open the three-dot menu beside the contact you want to make primary.

   

2. Choose Set as primary. The Primary label moves to that contact.

   

Edit a contact

1. Open the three-dot menu beside the contact.

   

2. Choose Edit.

   

3. Update the contact details or SMS preference.

   

4. Click Save contact.

   

Remove a contact

Removing a contact deletes them from future quotes and orders while preserving past order history.

1. Open the three-dot menu beside the contact you want to remove.

   

2. Choose Remove.

   

3. Verify the contact name in the dialog, then click Remove contact.