Contact methods & opt-ins
Add phones and emails to a contact and control what each one can be used for.
A contact's ways of being reached — contact methods — are kept as a list, so one person can have several. Each method can carry opt-in flags that say what it's okay to use for.
Prerequisites: an existing contact.
Method types
- Mobile
- Phone (landline / barn line)
- Fax
- Other
Opt-ins
For the relevant methods you can mark whether they may be used for:
- Billing — invoices and payment reminders go here.
- Marketing — promotional email.
- Text (SMS) — text messages to a mobile number.
Respecting these flags keeps you compliant with what each client agreed to.
Steps
- Open the contact and edit it (or expand the Contact methods section).
- Click to add a method.
- Choose the type (email, mobile, phone, …) and enter the value.
- Set the opt-in flags as appropriate (billing, marketing, text).
- Mark one as the primary method if you have several of a kind.
- Click Save.
You'll know it worked when…
The methods appear on the contact's detail page, and billing email goes to the address you marked for billing.
Tip: A client can have a personal mobile and a barn phone. Mark the one that should receive invoices as the billing method so reminders don't go to the wrong place.