> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/customers/managing-customers/customer-contacts.md).
# Customer Contacts
Managing Customer Contacts helps keep contact information accurate and up to date, making it easier to communicate with the right people and manage orders efficiently.
**Customer Contacts** allow you to maintain the people associated with each customer, including their contact details and relevant information. Keeping contact information accurate and up to date helps ensure the right people can be reached for orders, deliveries, invoicing, and general communication.
This document explains how to view, add, edit, and manage **Customer Contacts** in Supply’d.
* [#the-customer-contacts-tab](#the-customer-contacts-tab "mention")
* [#adding-a-contact](#adding-a-contact "mention")
* [#editing-a-contact](#editing-a-contact "mention")
* [#removing-a-contact](#removing-a-contact "mention")
***
## The Customer Contacts Tab
The **Contacts** tab on a customer’s page lists the contacts associated with the customer, providing a central location to view and manage customer contacts and their details.
To view a customer’s contacts:
1. Select **Customers** from the main menu.
2. Select a customer to open their details.
3. Select the **Contacts** tab.
{% hint style="success" %}
👉 The **Customers** page and the options available in the **Customers** list are explained in [The Customers Page](/supplyd-erp/customers/the-customers-page.md) document.
{% endhint %}
Click on a contact to view their details.
**Contact Details**
Details relating to this **Contact** - Email, Mobile & Phone Numbers.
**Settings**
Additional settings for the **Contact**, such as, any notifications that should be sent to this contact.
***
## Adding a Contact
Initial contact details are added when first creating the customer (see [Adding a Customer](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/adding-a-customer.md)). Additional contacts can be added from this page.
{% hint style="warning" %}
Additional contacts can be added for both and customers.
{% endhint %}
{% stepper %}
{% step %}
#### Click Add +
Click on **Add+** in the top right.
The **Add Contact** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
**First Name**
Enter the first name of a representative/contact for the customer's business/company.
**Last Name**
Add the last name/surname of a representative/contact for the customer's business/company.
**Role/Department**
Enter the contact’s role or department (eg. Store Manager, Accounts). This information will be displayed in the contacts list and on the contact’s details page.
**Email**
Enter a contact email for the customer.
**Mobile**
Add a contact mobile phone number for the customer.
**Phone**
Add a contact phone number for the customer.
#### Settings
Additional settings for managing the contact and controlling their communication preferences.
**Locations**
Select the locations for which the contact will receive order notifications.
**Notifications**
Select the types of notifications the contact will receive.
* **Order Emails** – Sends order-related emails to the contact.
* **Delivery Emails** – Sends delivery-related emails to the contact.
* **Invoice Emails** – Sends invoice-related emails to the contact.
* **Recall SMS** – Sends product recall notifications to the contact by SMS.
* **Order SMS** – Sends order-related notifications to the contact by SMS.
* **Delivery SMS** – Sends delivery-related notifications to the contact by SMS.
* **Recall Emails** – Sends product recall notifications to the contact by email.
* **Product Offer Emails** – Sends emails to the contact about product offers and promotions.
**Notes**
Add any relevant internal notes about the contact. These notes are for internal reference only and are **not visible to customers**.
***
{% endstep %}
{% step %}
#### Click Save
Click to save all the contact's details.
The new contact will show in the **Contacts** list.
{% endstep %}
{% endstepper %}
***
### Editing a Contact
{% hint style="warning" %}
You can only edit contacts that you have added yourself.
{% endhint %}
{% stepper %}
{% step %}
Select the customer whose contact you would like to edit:
1. Select **Customers** from the main menu.
2. Select the customer.
{% endstep %}
{% step %}
Select the contact you would like to edit:
1. Go to the **Contacts** tab.
2. Select the contact.
{% endstep %}
{% step %}
Click the 3 dots on the top right and select **Edit Contact.**
The **Edit Contact** form will open.
{% endstep %}
{% step %}
Change any required details for the contact, following the guidelines for [#adding-a-contact](#adding-a-contact "mention") above.
{% endstep %}
{% step %}
Click to apply the changes.
{% endstep %}
{% endstepper %}
***
### Removing a Contact
{% hint style="warning" %}
You can only remove contacts that you have added yourself.
{% endhint %}
{% stepper %}
{% step %}
Select the customer whose contact you would like to remove:
1. Select **Customers** from the main menu.
2. Select the customer.
{% endstep %}
{% step %}
Select the location you would like to remove:
1. Go to the **Contacts** tab.
2. Select the contact.
{% endstep %}
{% step %}
Click the 3 dots on the top right and select **Remove Contact.**
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
---
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## Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
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GET https://help.supplyd.co/supplyd-erp/customers/managing-customers/customer-contacts.md?ask=&goal=
```
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and 
customers.
{% endhint %}
{% stepper %}
{% step %}
#### Click Add +
Click on **Add+** in the top right.
to save all the contact's details.
The new contact will show in the **Contacts** list.
to apply the changes.
.