Many businesses and organisations have multiple individuals involved in different aspects of your relationship - from accounts payable staff who handle invoices, to purchasing managers who approve orders, to technical contacts who handle support queries. Exacc allows you to associate multiple contact persons with a single business contact, ensuring you communicate with the right person for each specific purpose.
This guide explains how to add and manage multiple contact persons within an organisation contact record including opening the business contact, adding the first and subsequent contact persons, designating primary and departmental contacts with specific roles, using contact persons effectively in communications and transactions, and updating or deactivating contact persons when personnel changes occur.
By the end of this tutorial, you will be able to maintain comprehensive contact person records for your business relationships, ensure communications reach the appropriate individuals, and track interaction history with specific personnel within client and supplier organisations. Let's get started!
Follow these steps to add multiple contact persons to an organisation
Congratulations! You have successfully added multiple contact persons to your business contact records in Exacc. Your organisation contacts now have comprehensive personnel information that ensures invoices reach accounts payable, quotes go to purchasing managers, and technical queries are directed to the appropriate support contacts. This structured approach improves communication efficiency and builds stronger relationships with key individuals within client and supplier organisations.
Remember to keep contact person information current by updating records when personnel change roles or leave the organisation. Regular maintenance ensures your communications always reach the right people and prevents embarrassing situations where emails are sent to former employees. Consider establishing a quarterly review process to verify all contact person details remain accurate.
For further assistance with contact person permissions, communication preferences, role-based workflows, or other Exacc features, please explore our comprehensive Help Centre or contact the Exacc Support Team.