Topic
Learn more about how you can create secondary contacts with Tradify's Sites feature.
Note: Due to variations in our accounting integrations, Tradify isn't able to add secondary contacts to customers. As an alternative to this, we have Sites. Using Sites gives you the ability to add secondary contacts/locations to your customer profiles.
Instruction
- Navigate to the Customers page.
- Search for and select the customer you want to add a site too.
- Select the Sites tab.
- Select New Site.
- Fill in the details for the Site (See fields below).
- Select save.
Site Profile Fields
| Field | Contents/Function |
|---|---|
| Site Name | Use this field to give your site an identifiable name. This will be used on any related Job, Quote and/or Invoice. (This is a mandatory field. You cannot save the site profile without giving it a name). |
| Contact Name | Use this field if you have a primary contact for this Site. |
| Phone | Primary phone number for the site contact. |
| Mobile | Primary mobile number for the site contact. |
| Fax | Primary Fax Number for the site contact. |
| Email Address | Primary email for the site contact. (If you are not integrating with Xero you can enter multiple email addresses, separated by commas, limited to 50 characters). |
| Physical Address | Use this field to enter the physical address of the site location. (If this site gets added to a Job, Tradify will use this address, instead of the default customer address). |
| Custom #1 - #4 | Use these fields to add information specific to the site that you wish to record on the job. For more information on setting up Custom Fields, please see here. |
Additional Information
For more info on Sites, see here: How to add a New Site from a Job
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