Contact Details

Use the Contact Details view to edit a person’s name, contact information, and preferences. This view opens when you click a contact or when you navigate directly to a contact from another screen.

What you can edit

• Name: display name and optional first/last name.
• Type: customer or business contact.
• Email addresses: add one or more emails (labels are optional).
• Phone numbers: add one or more phones (labels are optional).
• Addresses: store mailing addresses for reference.
• Company and tags: helpful for organizing business contacts.
• Notes: private notes only visible to you.

Phone number formatting

Phone numbers are validated and normalized for reliable SMS delivery. If a number is missing a country code, you may be prompted to add one (for example +1 for US/Canada).

Notification defaults

You can set default communication preferences for a contact (email and/or SMS). These defaults can still be overridden on a specific appointment or inspection.

Archive and restore

Archiving hides a contact from the default list without deleting their information. Archived contacts remain linked to existing records. You can restore an archived contact at any time.

Tips

• Use the correct contact type so notifications and portal actions are appropriate.
• Add both email and phone if you want the flexibility to use either channel.
• Archive duplicates after merging to keep your list clean.