How to Add a Contact to an Account

Multiple Contacts can be added to customer Accounts within ONYX Align. Contacts allow you to specify the name, shipping address, email address, phone number and more. You are able to assign Contacts to specific Estimates and Orders.

Table of Contents

(1) Navigate to the Accounts section
(2) Select the Account you would like to add a Contact to
(3) Click on the "Contacts" tab
(4) Click "+Add Contact"
(5) Provide information for all of the required fields for the new Contact
(6) Click "Save"

(1) Navigate to the Accounts section

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(2) Select the Account you would like to add a Contact to

(3) Click on the "Contacts" tab

(4) Click "+Add Contact"

(5) Provide information for all of the required fields for the new Contact

Field	Description
First Name	The first name of the contact.
Last Name	The last name of the contact.
Default Shipping Address	The default shipping address to be selected when this Contact is assigned to an Estimate or Order.
Default Billing Address	The default billing address to be selected when this Contact is assigned to an Estimate or Order.
Role	The role of the Contact at their place of employment.
Status	The current status of the Contact.
Email Addresses	The email address(es) for the contact. Adding tags allows you to label each email address added.
Phone Numbers	The phone number(s) for the contact. Adding tags allows you to label each phone number added.