Contact displays all of a customer's contact information. Here you can view and update email addresses, phone numbers, and websites as needed. This information is used for customer communications, such as invoices or notifications.
The Contact card provides a clear overview of a customer's available contact details.
Primary contact details
The most important customer data is listed at the top:
Email Address: The customer's primary email address
Telephone: the customer's landline number
Mobile Phone: The primary mobile phone number
Website: the customer's primary website URL
If present, each field can contain a description (visible via an info icon).
Additional contact details
When there are multiple contacts or contact points, they are displayed below the primary data, grouped by description (for example, “Billing Contact” or “Emergency Contact”).
Multiple additional contact information can be added per type.
Operation
Contact information is stored per customer.
Every customer can:
Have one primary contact per type (e.g. one main email address)
Multiple additional contacts with a description
By default, the system uses primary contact details for communications unless otherwise configured.
Edit contact details
Who can edit
To edit contact details, the appropriate permission is required (Update Customer Contact Details).
If you do not see the Change button, please contact your system administrator.
How to edit contact information
Open the customer details page
Find the Contact Card
Click on Change (pencil icon)
In the editing window you can:
Customize the primary fields (Email, Mobile, Phone, Website)
Add descriptions
Add additional contact details via “Additional contact details”
Click Save to save the changes
Add additional contact details
Open the contact card editing window
Scroll to “Additional contact details”
Click Add
Enter a description (e.g., “Billing Contact” or “Emergency Contact”)
Add the desired contact details
Click Save
You can add multiple additional contact entries per customer.
Formatting and validation
Email addresses
Must be in a valid format (e.g. [email protected])
Invalid addresses (without @ or domain) will be rejected
Phone numbers
Will be automatically converted to international E.164 format (e.g. +31 6 1234 5678)
Formatting is done based on the country of the customer's billing address
Invalid numbers will be rejected with an error message
Websites
Must contain a full URL (e.g., https://bedrijf.nl)
Addresses without protocol (such as www.bedrijf.nl are invalid
Descriptions
Are optional, but help distinguish multiple contacts
Appear as an information bubble near the info icon
Problem | Possible solution |
Contact details not visible | Check if the customer has contact details and if you have read permissions |
Unable to edit | Please check your editing rights or contact the administrator |
Phone number is not saved | Check if the number is valid and is automatically formatted |
Email address is not saved | Check the format (must contain a valid domain) |
Changes are not appearing | Refresh the page and check for errors or a success message |
Contact card is empty | Click Edit to add new contact information |
Can I add multiple email addresses?
Yes, one primary email address and multiple additional addresses with descriptions.
How do I determine which contact is primary?
The first contact of a type is automatically set as primary. This cannot be manually adjusted.
What happens if I delete all contact details?
The contact card will then display a blank status message. You can add new contact information at any time.
Should phone numbers include a country code?
No, the system automatically fills in the correct country code based on the billing address.
Can I add a contact without a description?
Yes, that's optional. Descriptions help organize contacts.
What is the difference between Phone and Mobile?
"Telephone" is for landlines, "Mobile" for mobile phones. Both can be primary.
What are contact details used for?
The primary data is used by default for automatic communications (such as invoices and notifications).
Can I see who changed the contact information?
Yes, all changes will be visible in the customer's Activity Log.
What if I make a mistake while editing?
Click Cancel to discard the changes, or adjust the data and click Save again.
Are contact details required when creating a customer?
No, they can be added later, but it is recommended to specify at least one.
Primary Contact: the main entry by type (email, phone, etc.), used for standard communications
Contact Type: The category of contact information (email, phone, mobile, website)
Description Optional label for additional contacts, such as “Work” or “Emergency Contact”
E.164 format: international telephone format starting with a country code (e.g. +31 6 1234 5678)
Empty status: message that appears when no contact details have been entered.
Activity Log: Overview of all changes to customer data, including contact updates