Customer contacts

A contact is a person at a customer’s organization. Adding several lets you send the right document to the right person — quotes to a buyer, invoices to accounts payable.

Add a contact

1. Open the customer under Sales → Customers.
2. Go to the Contacts tab and click Add contact.
3. Enter the contact’s name, email, and optional phone and role.
4. Mark whether they’re the primary contact.
5. Save.

Contact roles

Role	Typically receives
Primary	General correspondence and quotes
Billing	Invoices and payment reminders
Shipping	Dispatch and delivery notices

When you email a quote, estimate, or sales order, Fiddle suggests the contact whose role matches the document. You can always pick a different recipient before sending.

Edit or remove a contact

Open the contact to update their details, or remove one that’s no longer valid. The primary contact can’t be removed until you promote another contact to primary.

Keep at least one valid email per customer so emailed documents don’t bounce.

Next steps

With contacts in place, your quotes and sales orders reach the right person automatically.