You may have businesses or family customers that share a common phone number. The application uses the phone number as a unique ID for a Customer Record. To allow a group of people to share a common phone number, you can add Contacts onto an existing Customer record.
Make sure you have multiple contacts enabled in Admin > Customer - Preferences
2. Go to the main Customer Record to add Contact(s):
That's it! You can assign Tickets to specific Contacts, and manage customers with the same phone number.
Once the Contact List exceeds 12 records, a Search field will appear so that you can quickly find the Contact record you are looking for!
Note that invoices will still be billed to the main customer, and can't be assigned to these contacts.
If you want to have these contacts have a secure password to log into the Customer Portal, check out our article on setting up Portal Users.
Custom Contact Fields
Similarly to Asset, Tickets and Customers you can create fields to track custom data points for your contacts. This is great if you are tracking employees for a company or need a place to store passwords owned by a particular family member of a customer.
To start, head to Admin > Customers > Custom Contact Fields and click New Field
You will be taken to screen where you can name the field and choose the type of data that gets entered.
These are the types of fields you can choose from:
Text Field: Creates a text field to enter data in to if you want.
Check Box: Creates check box lines.
Drop Down: You can make field with a Yes/No answer.
Web Link: A field that will allow a clickable hyperlink.
Text Area: Allows a large text field to dump text data in to it.
Date Field: Allows you to choose a date.
Popup: Will create a pop-up when someone visits the Customer Detail page.
Scribble: This field lets draw within the field. This is great for signatures for customers (for verification)
After you have created all the fields you want, make sure that settings are Saved and head over to a Custom Contact. When viewing or creating a Contact, the Custom Fields will display under the Contact's Details.