Contacts

Purpose: Maintaining up-to-date customer details facilitates efficient customer service, adapts to changing circumstances, and ultimately contributes to long-lasting customer satisfaction and loyalty.

Accurate contact information enables a personalised approach, demonstrating that the customer is valued and remembered. This is particularly important in respecting their communication preferences and ensuring you are GDPR compliant.

Please note:

Manual communications can still be sent if the contact information is added and the preference is not selected
If a customer is not receiving an automatic communication, check the preference is selected for their contact
SMS preference will not display if you do not have SMS enabled on your account
Primary contact is only available for private customer type(s)
Editing a contact will update all historical data
Deleted customers cannot be restored

View contacts

Navigate to property dashboard > Contacts

Contacts tab.png

Adding a contact

Add new contact - Enter contact details

Title - Select from dropdown
Name - Type customer first name
Surname - Required field
Office - Click field name to change phone number type > Click flag to change area code > Type phone number > Add phone number

Add phone number.png

Communication preferences

When entering information in a field that relates to a communication preference, the preference is ticked automatically. Tick/untick the preferences as per the customer's request.

Primary contact

Set a clear point of communication with a primary contact for private customers. All documentation for this customer will be addressed to this contact and this contact name will be displayed in the details side panel.

Locate contact > Actions > Set as primary contact > Type ‘primary’ > Save

Editing a contact

Locate contact > Actions > Edit

Deleting a contact

Locate contact > Actions > Delete