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What is a Contact?

A Contact represents a person associated with a customer who can be contacted during the order process.

Contacts belong to a customer, but can also be assigned to specific locations. When assigned to a location, they will appear on orders as the relevant point of contact.

This allows you to manage both general customer contacts and location-specific contacts in a structured way.

Fields

  • Name
    The contact’s name

  • Phone
    Contact phone number

  • Email
    Contact email address

  • Notes
    Additional information about the contact, such as their role or when they should be contacted