managing contacts

title: "Managing Contacts" category: "Customers" description: "Add and manage multiple contacts for your customers"

Overview

Customers often have multiple contacts - a spouse who handles appointments, a property manager, a superintendent at a job site. BlueClerk lets you add multiple contacts to any customer, so you always reach the right person.

Why Multiple Contacts Matter

• Builders: Different superintendents for different subdivisions
• Businesses: Multiple people handling service requests
• Homeowners: Spouse, tenant, or property manager
• Job-specific: Different contact for each work location

Adding Contacts

Adding a Contact to a Customer

1. Open the customer detail page.
2. Go to the "Contacts" section.
3. Click "Add Contact" and fill in name, role, phone, and email.
4. Optionally mark the contact as the primary contact for that customer.

Primary contacts are used by default when sending invoices, messages, or creating jobs for that customer.

Customer List & Mobile — What the "Contact" field shows

The Customers list and mobile customer card now display the most relevant contact information depending on customer type:

• For residential (homeowner) customers:
  • The Contact column in the Customers table now shows the homeowner's name (the same name shown in the Name column). This applies when viewing the All or Residential lists.
  • On mobile, the Customer Card's Contact row also shows the homeowner's name.
• For company customers (Builders or Businesses):
  • The Contact column shows the company's primary contact (the contact record marked primary for that company), or the company-level contact information if available.

If a contact name is not present, BlueClerk will fall back to showing available contact information (email or phone) in the Contact field.

Managing which contact appears

• To change who appears in the Contact column for a company customer, edit the customer and mark a different contact as Primary.
• For homeowner customers, the displayed name is taken from the linked homeowner user profile. Update the homeowner's name on the customer/property user to change what displays in the Contact field.
• If you need a different contact for a specific job or invoice, you can select an alternate contact when creating that record — the primary contact is only the default.

Tips

• Keep one contact marked as Primary per customer so table and send dialogs pick the correct person automatically.
• For homeowner customers, ensure the homeowner user profile has the correct full name — it drives the Contact display on lists and cards.
• Use the mobile customer card to quickly confirm contact details while on-site; the Contact row mirrors the desktop list behavior for consistency.

Questions

Q: The Contact column shows an email or phone instead of a name — how do I change that? A: That means no contact name is available for that customer (or no primary contact is set). Edit the customer and add/mark a primary contact with a name, or update the homeowner's linked user profile name for residential customers.

Q: I set a different contact as Primary but the list still shows the old one — why? A: The primary contact change should be immediate. If it isn't, refresh the Customers page. If you still see the old contact, ensure the contact record is saved correctly and marked as Primary in the customer's Contacts section.