To create a new customer contact, open the customer profile in the admin area that you want to create the contact for, then click on the Contacts tab.
To create a new contact related to this customer, click on the New Contact button.
Create New Customer Contact
- First Name – Contact's first name
- Last Name – Contact's last name
- Position – Contact's position in a company
- Email – Used for login and receiving emails within Estate Mailer Pro
- Phone – Contact's phone number
- Password
- Primary Contact – Check to make this the primary contact. If this is the first contact, this field will be auto-checked and cannot be disabled.
- Do Not Send Welcome Email – Check if you don’t want to send a welcome email to this contact. This option can be disabled in Setup -> Email Templates -> New Customer Added/Registered (Welcome Email).
If you disable this email template, a welcome email won’t be sent even if this field is not checked.
- Send Set New Password Email – An email will be sent with a link for the contact to set a new password.
The link will be valid for 48 hours.
- Permissions – Default contact permissions can be assigned from Setup -> Settings -> Customers. If the contact doesn’t have any permissions, menu items from the customer's area will be hidden as well.
Adjust the contact permissions to fit your needs. The permissions define which modules customers will have access to.
Contact Permissions
In Estate Mailer Pro, you can configure permissions for each customer contact to meet your requirements. The customer's area offers various features, but if you are not using a specific feature, you can revoke the contact's permission for that feature, and it won’t be visible in the customer's area.
For example, if the contact doesn’t have permission for Invoices, they won’t be able to see invoices when logged into the client's area.
Feel free to adjust the permissions to fit your requirements.
Currently available permissions for contacts are:
- Invoices
- Estimates
- Contracts
- Proposals
- Support
- Projects
Email Notifications
For each contact in Estate Mailer Pro, you can configure separate email notifications. For example, if you don’t want the contact to receive invoice overdue notices, you can toggle the email notification for invoices. Keep in mind that if the customer has only one contact and you turn off the email notifications for this contact, no emails will be sent for any of the related features.
Another example: Suppose your customer has five contacts, and all of them have access to projects, but you want only one contact to receive any project-related emails. In this case, you will give permission for projects to all five contacts, but only to the one contact will you turn on email notifications for Projects and Tasks. In this case, this contact will only receive emails related to the projects and project tasks, but not the remaining four contacts.
The email notifications feature for contacts in Estate Mailer Pro is also used to pre-select the contacts while sending an invoice to a customer. If you navigate to Sales -> Invoices -> [Invoice] and click on the email icon to send the invoice to the customer, the contacts that have enabled email notifications for invoices will be auto-selected in the dropdown. Keep in mind that if you manually select a contact that doesn’t have enabled email notifications for invoices, the email will still be sent to all selected contacts.
Currently available email notifications for contacts are:
- Invoice
- Credit Note
- Estimate
- Tickets
- Project
- Contract
- Task – Only for project-related tasks.