How do I add contact people to a customer?
Open the customer, click the People tab, then Add contact. Type their name, role, phone and email, then click Save.
A contact person is someone you deal with for a customer: a spouse, a tenant, a building manager, an assistant. Open the customer, click the People tab, then Add contact. Type their details and click Save.
Also called: contacts, other people, second contact, building manager, tenant, personnes, contacts, personne-ressource, ajouter un contact
Step 1: Open the People tab
Open Customers, click the customer, then click the People tab. Once they have contacts, the tab shows how many, like People · 2.
Click: Customers › the customer › People
Step 2: Add the person
Under Contacts, click Add contact. Type their Name, then their Role (like "Tenant"), Phone and Email if you have them. Click Save.
Click: People › Add contact › Save
Step 3: Change or remove a person
Click the pencil (Edit) next to the person, change what you need and click Save. To remove them, click the bin (Delete) and confirm Delete this person?.
Click: Edit › Save
Good to know
Tap a contact's phone or email to call or write to them.
While you edit a person, your own contact fields show under the form, if you made some in Settings.
When you add a customer, Alori warns you if a contact person of another customer already has that phone.
Ask Alori can add one too: "Add Paul Roy, tenant, 514 555-0101, to the Gagnon file".
If it doesn't work
"This person no longer exists." Someone else removed them. Reload the page.
No Add contact button. Your role can view customers but not change them.
"Something went wrong. Try again." The person wasn't saved. Click Save again.