improved
Multiple Contacts per Customer
Better manage your customer relationships with support for multiple contacts per customer account.
Previously, Canix limited you to a single contact per customer, making it challenging to manage complex B2B relationships where multiple stakeholders are involved. Now, with our new Multiple Contacts per Customer feature, you can capture and organize all your customer contacts in one place.
What's New:
- Add Multiple Contacts: Store unlimited contacts for each customer with their name, email, phone number, and notes
- Designate Primary Contact: Mark one contact as the primary point of contact for streamlined communication
- Set Billing Contact: Specify which contact should receive invoices and billing-related communications
- Improved Contact Management: New "Linked Contacts & Customers" tab on customer profiles provides a centralized view of all contacts
- Seamless Integration: Contact information automatically flows to Sales Orders, Invoices, and QuickBooks integrations
How It Works:
- Navigate to any customer profile
- Click on the "Linked Contacts & Customers" tab
- Click "Add New Contact" to add additional contacts
- Use the checkboxes to designate Primary and Billing contacts as needed
- Edit or remove contacts directly from the contacts list
This enhancement ensures you never lose track of important customer relationships and can route communications to the right person every time. Whether you're dealing with procurement managers, billing departments, or multiple decision-makers, you now have the flexibility to manage these relationships effectively within Canix.
Note: Your existing customer contact information has been automatically migrated to the new system as the primary contact, ensuring a seamless transition with no data loss.