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Can I store secondary contacts and contact methods for customer profiles?
Can I store secondary contacts and contact methods for customer profiles?
Updated over 11 months ago

Yes, FieldPulse allows you to add a secondary contact to both residential and commercial customer profiles as well as alternate phone and email addresses for the primary contact.

To add secondary contact information while adding a new customer, from the Create New Customer window, click on Alternate Email, Alternate Phone, or Secondary Contact.

This will open additional fields for a secondary email address, a secondary phone number, or a secondary contact person.

You can also add a separate billing address for your customers by toggling on Use Different Billing Address and filling out the fields. 

When you're done, click Save to store your changes. You can add this information for existing customers by editing their customer record and following the same steps.


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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