Set Main Customer Contact

Set Main Customer Contact

If a customer has multiple contacts, you can assign a Main contact person as well as a Financial contact person.

To set the main and financial contact persons for a customer:
  1. Go to the "Customers" page via the Main Menu.
  2. Click the "3-dot" menu next to the relevant customer and select "Edit".
  3. Then click on the "Advanced" dropdown menu and select "Contact Persons". 



Choose to designate the contact as the main contact, financial contact, or both:
  1. Main Contact: Used for general communications.
  2. Financial Contact: Receives payment notifications and OTPs.


For more detailed information, please refer to: Setting A Main Customer Contact

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