The customer Contacts view will list all the customer contacts added to your customers.

It is possible to use filters to sort out what to view on this list. You can change details, edit tags or move contacts to another customer by clicking the three dots of the customer and choosing your action.

Change the details of a customer by clicking the three dots to the far right of the customer and then 'Edit', change the information, and 'Save'.

Edit tags to the contact by clicking the three dots to the far right of the customer, type your tag and click 'Save'

Move contacts from one customer to another customer by clicking the three dots on the far right of the customer and then 'Move', change the information, and 'Save'

Click on a contact to view more details and add Events, Relations and Tags to the contact.

Events

Relations

You can set up relations between customer contacts and employees in your company to indicate in what way they know each other.

Simply click Relations to choose an employee and a relation.

Tags

Use the tag filter to view certain customers. Click 'Export' to export details about these customers.