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Managing Contacts for Customers
Managing Contacts for Customers

Keep OrderEZ up to date on who the key people are at each customer so that everyone knows who to talk to about what.

Jeffrey Meese avatar
Written by Jeffrey Meese
Updated over a week ago

tl;dr - Customer Contacts

(1) You can add multiple contacts to the Customer. Each contact should have a unique email address

(2) You can also set the contact type - Owner, Ordering, Finance, Subscriber

(3) Set your main point of contact as the primary contact of the Customer and easily access their contact info when managing orders

In OrderEZ, you can add multiple contacts for your customer in the system, and also indicate the main point of contact (eg. a designated individual whom you usually liaise with regarding orders).

When you add a new contact to the Customer, a welcome email will be sent to the user to invite them to set up their login access for their Freemium account.

To add contacts to the Customer, click on the "Customers" tab, then select the Customer and go to the Contact's tab.

You may see that one of the contacts is labelled as "Default Primary". This is the primary contact set by you, it could be the GM, Bar Manager, Chef, or it could point to a generic mailbox like "" or "". This contact person will appear as the primary contact when you click on "Customer Info" of an order as well as on the invoices and delivery orders.

You may have a specific individual who regularly orders from you. You can indicate that person to be your primary contact. This way, you can easily access the contact number should you need to contact them.

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