Contacts
Manage the people associated with a customer and control who receives order confirmations and invoices.
Contacts are the people associated with a customer who can receive notifications about orders and invoices. Each contact has a name, email address, and notification preferences that control which communications they receive.
Why contacts matter
- Targeted notifications: route order confirmations and invoice emails to the right people at your customer's organization
- Auto-population on orders: when you create a sales order, contacts are automatically added based on their notification preferences
- Per-order flexibility: contacts pre-fill from the customer but can be adjusted on any individual order
What a contact includes
Every contact has:
- First name and last name: identifies the person
- Email address: where notifications are sent
These are the only fields required to create a contact. Notification preferences can be set at creation time or toggled later.
Notification preferences
Each contact has two independent notification preferences:
| Preference | What it controls |
|---|---|
| Order Confirmation | Whether the contact receives order acknowledgement emails |
| Invoice | Whether the contact receives invoice notification emails |
Both preferences default to off. You can enable one, both, or neither for each contact. Preferences are toggled directly from the contact row on the customer detail page without needing to open an edit dialog.
How contacts flow to orders
When you select a customer on a new sales order, Augno automatically populates two contact lists:
- Acknowledgement contacts: all customer contacts with Order Confirmation enabled
- Invoice contacts: all customer contacts with Invoice enabled
These are pre-filled as a starting point. You can add or remove contacts on any individual order using the multi-select fields, so a specific order can notify different people than the customer's defaults.
Once the order is created, the contact selections are saved as a snapshot on that order. Changes to the customer's contact preferences after the order is created do not affect orders that have already been placed.
Managing contacts
Contacts are managed from the Contacts card on the customer detail page.
Adding a contact
Click Add to open the contact creation dialog. Enter the contact's first name, last name, and email address, then set their notification preferences using the Order Confirmation and Invoice toggle buttons. The contact is immediately available on new orders for this customer.
Editing a contact
Click the edit icon on a contact row to update their first and last name. Notification preferences are edited separately using the toggle buttons directly on the contact row, so you can quickly enable or disable notifications without opening a dialog.
Removing a contact
Click the delete icon on a contact row. A confirmation prompt ensures you do not accidentally remove a contact. Removing a contact does not affect orders where they have already been added.
Contacts on orders
On the order detail page, contacts appear in two fields:
- Ack. Contacts: contacts who will receive the order acknowledgement email when the order is issued
- Invoice Contacts: contacts who will receive invoice emails when invoices are generated
Both fields are multi-select autocompletes that search across the customer's contacts. You can add contacts who were not auto-populated or remove ones that were.
Where contacts are used
- Customers: contacts are created and managed on the customer record
- Sales order creation: contacts auto-populate based on notification preferences
- Order issuance: acknowledgement emails are sent to the order's acknowledgement contacts
- Invoicing: invoice emails are sent to the order's invoice contacts
Next: Customer prices