How to Add a Contact to a Customer

Each customer can have multiple contacts (e.g., different people from the same company).

1. Open an existing Customer profile.
2. Click the Contacts tab.
3. Click + New Contact.
4. Enter:
   • First Name / Last Name
   • Email
   • Phone
   • Position / Role
   • Login access? (optional: allows the contact to use the client portal)
5. Save the contact.

💡 You can also enable email notifications per contact (e.g., for invoices, tickets, etc.)