Introduction to Contacts
What Are Contacts?
Contacts are individuals that are assigned to customers. Contacts are the main point of communication between you and your customers. They can be owners, managers, lead baristas, or anyone who does the ordering for your customer.
How to Create Contacts
Contacts can be uploaded by CSV or created manually. Learn how to upload and assign contacts.
To manually add contacts, navigate to Sales > Contacts and click the New Contact button in the top right corner.
Assigning Contacts to More Than One Customer
You can assign a contact to more than one customer. This will give the contact ordering access for any customer they are assigned to.
To assign a contact to more than one customer, visit the contact's Edit page and add the applicable customers then update the contact.
If the portal is enabled for a customer, the contact will be able to access and order through each portal. When your contact enters the portal, they will be prompted to choose which customer to order as. The contact can change the customer portal by navigating to the menu bar and selecting Change Customer.
When to Assign a Contact to More Than One Customer
Assigning one contact to multiple customers is a great way to allow a contact to manage the orders for multiple locations.
Simply create a customer for each location (for example: Coffee Customer Uptown and Coffee Customer Downtown) and assign to the appropriate contact.