Manage Customer Contacts in YoPrint

Contacts are the people you deal with at a customer's business. Keep a separate contact for each person you work with.

You need a customer record first. If you haven't created one yet, see Add and Manage Customer Records.

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. For more room, click View full page. This opens the full record in the current tab.

   

5. Choose Contacts & Addresses in the tab bar near the top of the customer page. The Contacts tab opens, with the heading Contacts and portal access.

   

The Portal access column shows whether each contact can sign in to the customer portal. See Check portal access for what each status means.

Add a contact

1. Click Add contact.

   

2. Enter the contact's details. Only First name is required.

   Field	What to enter
   First name	The person's first name.
   Last name	The person's last name.
   Email	The email address for quotes, invoices, and other messages. A contact needs an email address on file to receive these messages. When the customer's portal access is on, adding an email address also lets the contact sign in by default.
   Phone	The person's phone number. For text order updates, enter a valid number with its country code, such as +1 503 555 0188.
   Fax	The person's fax number.

   

3. Turn on SMS enabled if the contact should receive text order status updates and you have entered their phone number.

   

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

   

These options in a contact's three-dot Row actions menu manage portal access:

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. If that contact already has the Primary label, you do not need to change anything.

The primary contact is preselected by default when sending quotes and invoices, but you can choose any contact when emailing.

To choose or change the contact on a sales order, see Assign and Update a Customer Contact in Sales Orders.

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

   

2. Choose Set as primary.

   

The Primary label moves to that contact.

Edit a contact

You can change the Email field in Edit contact. See Change a contact's email for what changing the email does to portal sign-in.

1. Open the contact's three-dot Row actions menu.

   

2. Choose Edit.

   

3. Update the contact's name, email, phone, fax, or SMS preference.

   

4. Click Save contact.

   

Remove a contact

Removing a contact takes them out of future contact choices while preserving past order history.

It also removes their portal access for this customer. To block someone from the portal while keeping them in the contact list, see Remove or restore access.

If you remove someone by mistake, add them as a contact again.

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

   

2. Choose Remove.

   

3. Check the contact's name in the dialog, then click Remove contact.

   

The contact no longer appears in the list.