Additional contacts on customers
Save additional contacts on a customer so they are available on every job and when copying people into emails.
A job often involves more than the named customer, such as a partner, tenant, site manager, or accounts contact. You can now save these people on the customer record so they are available on every job for that customer.
Where to add them
Open a customer and use Additional contacts on the left. Add or edit a person in the same way you do on a job.
On a job, those people are listed first, with a Customer badge. You can still add job-only contacts for people who only matter on that job.
What happens when you edit
Changing a customer contact from a job updates the customer record, so the change appears on every job for that customer. To avoid removing someone from every job by mistake, customer contacts can only be deleted from the customer page.
Copy them on emails
When you send a message, quote, or invoice, the CC field suggests those extra people (anyone with an email). Pick from the list or keep typing an address as before.