Understand Contacts

11/28/2021 2:06 PM

What's in this article?

What is a Contact?

Contacts are a record of Users (persons) associated with Customers. Each User record includes information on their Customer. A Customer may have multiple Contacts.

In order to access Contacts, navigate to the dropdown menu in the top-left corner of the Boomtown Platform and select Customers. 

General Information

After you select the Customers from the drop-down menu you will be presented with the following card list as you can see in the image below. 

Double-click on a Contact to open their record. You will be presented with the following screen below. 

On the Customer section on the left navigation panel, there is a portion called Contacts. Contacts will display the name of the user and basic information in a snapshot. If there are multiple Contacts it will display the number listed for the Customer.

Click on the Contact you require and a pop-out window with the following information will present itself:

  1. Contact Name
  2. Details
    • First Name
    • Last Name
    • Email
    • SMS
    • Language
    • Status
    • Customer Admin

Note: At the bottom of the Contact pop out is the icon Edit. This will allow you to change any of the displayed information for example switching a Contact to Inactive or change the Contact to an Admin. 

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