Address Book Tab – Managing Per-Customer Contacts

📇 Address Book Tab – Managing Per-Customer Contacts
 

Each customer profile in Ontraccr includes a built-in Address Book tab that allows you to manage multiple contacts associated with that customer. This is especially useful when your customer is a company with multiple representatives you need to track and interact with.

This article covers how to use the Address Book within a single customer profile.


📍 Where to Find It

  1. Go to Contacts > Customers
  2. Click on a customer's name card to open their dashboard
  3. Select the Address Book tab

Adding a Contact

Step-by-Step

  1. In the Address Book tab, click the Add (+) button
  2. Fill in the contact details:
FieldRequiredDescription
NameFull name of the contact
RoleOptionalTheir position or title
PhoneOptionalWork or mobile number
EmailOptionalWork email for communication
  1. Click Submit to save the contact

✏️ Editing an Existing Contact

  1. Click on the contact’s row in the list
  2. Click the Edit button in the bottom-right corner
  3. Update the information
  4. Click Submit to save changes

🔍 Searching for a Contact

Use the search bar at the top of the tab to search by:

  • Name
  • Role
  • Email
  • Phone

This helps when dealing with large client organizations with many saved contacts.


🧠 Why Use the Address Book?

  • A single customer might have:
    • Site supervisors
    • Billing contacts
    • Project managers
    • Sales reps
  • All contacts saved here are available as attributes in forms:
    • If a form selects Customer A, the dropdown will filter to only show contacts tied to Customer A
    • Selecting a contact will auto-fill their phone, role, and email in the form

This reduces manual data entry and ensures consistency in communication and documentation.


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