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:

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.