To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts.
To create new contact related to this customer click on the New Contact button.
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Firstname – Contact first name
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Lastname – Contact last name
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Position – Contact position in a company
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Email – User for login and receiving emails within Loomy360
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Phone – Contact phone
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Password
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Primary contact – Check to be the primary contact. If this is the first contact this field will be auto checked and no ability to disable.
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Do not send a welcome email – Check if you don’t want to send a welcome email to this contact. This option can be disabled on Setup->Email Templates -> New Customer Added/Registered (Welcome Email).
Note: If you disable this email template a welcome email won’t be sent event if this field is not checked. -
Send set new password email – An email will be sent with a link the contact to set a new password.
Note: The link will be valid 48 hours. -
Permissions – Default contact permission can be assigned from Setup->Settings->Customers. If the contact doesn’t have any permissions and menu items from the customers area will be hidden too.