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
- Go to Contacts > Customers
- Click on a customer's name card to open their dashboard
- Select the Address Book tab
➕ Adding a Contact
Step-by-Step
- In the Address Book tab, click the Add (+) button
- Fill in the contact details:
Field | Required | Description |
---|---|---|
Name | ✅ | Full name of the contact |
Role | Optional | Their position or title |
Phone | Optional | Work or mobile number |
Optional | Work email for communication |
- Click Submit to save the contact
✏️ Editing an Existing Contact
- Click on the contact’s row in the list
- Click the Edit button in the bottom-right corner
- Update the information
- Click Submit to save changes
🔍 Searching for a Contact
Use the search bar at the top of the tab to search by:
- Name
- Role
- 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.