---
title: "Address Book Tab – Managing Per-Customer Contacts"
url: "https://help.ontraccr.com/en/article/address-book-tab-managing-per-customer-contacts"
language: "en"
last_updated: "2025-06-08T18:41:03.947Z"
---

# 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:

| Field | Required | Description |
| --- | --- | --- |
| Name | ✅ | Full name of the contact |
| Role | Optional | Their position or title |
| Phone | Optional | Work or mobile number |
| Email | Optional | Work 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.

* * *