Contact methods are different ways to contact your customer's contact person (for example different phone numbers and email addresses).

Manage contact methods

To manage available contact methods go to Settings > Customers & contacts > Contact methods. You can add new methods of communication based on your needs and edit the existing ones. When editing a contact method, you can see with how many contacts it is associated with.

To disable or delete a contact method, just hover your mouse over the row and the available actions appear. When deleting a contact method that is associated with contacts, you are prompted to either move the contacts under another contact method or delete the specific contact method from them.

If you disable a method which is in use, it is still used for existing customers, but cannot be used for new ones.



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