Manage Customer Contacts

availability

Feature availability by platform, plan type, and user type

Platform:	AvailableWebAvailableMobile
Plan Type:	AvailableBasicAvailableEssentialAvailablePremiumAvailableEnterprise
User Type:	Not availableRequesterNot availableFull UserAvailableAdministrator

You can create contacts for a customer. Each contact has its own contact information. MaintainX® lists each customer's contacts in the customer details. You can add, edit, and interact with contacts.

Create a New Customer Contact

availability

You can only create a customer contact in the MaintainX web application.

1. From the sidebar, select Customers.
2. In the Customer module, select the customer whose contacts you want to interact with to display its details.
3. On the customer details page, select (more options), then select Edit.
4. In the customer details, navigate to the Contacts section.
5. Select New Contact.
6. Fill in the new contact fields, and then select Create.

Edit Customer Contacts

availability

You can only edit a customer contact in the MaintainX web application.

1. From the sidebar, select Customers.
2. In the Customer module, select the customer whose contacts you want to edit to display its details.
3. On the customer details page, select (more options), then select Edit.
4. In the customer details, navigate to the Contacts section.
5. Select the (edit) icon for the contact you want to edit.
6. Edit the contact fields as needed, and then select Update.

Delete Customer Contacts

availability

You can only delete a customer contact in the MaintainX web application.

1. From the sidebar, select Customers.
2. In the Customer module, select the customer whose contacts you want to delete to display its details.
3. On the customer details page, select (more options), then select Edit.
4. In the customer details, navigate to the Contacts section.
5. Select the (trash can) icon for the contact you want to delete.

Phone, Email, or Text Customer Contacts

availability

Both Full Users and Administrators can phone, email, or text customers from the contact listings in MaintainX.

Web

1. From the sidebar, select Customers.

2. In the Customer module, select the customer whose contacts you want to interact with to display its details.

3. In the customer details, navigate to the Contacts section.

4. Do any of the following:

   • Select a contact's email address to send an email to the contact.

     MaintainX uses your computer's default email application.

   • Select a contact's phone number to start a phone call with that contact.

     MaintainX uses your computer's default application for voice calls.

Mobile

1. From the bottom navigation bar, select More.

2. On the More Options screen, navigate to Product Features, and select Customers.

3. In the Customer module, select the customer whose contacts you want to interact with to display its details.

4. On the customer details, navigate to the Contacts section.

5. Select any contact to display its details.

6. Do any of the following:

   • Select a contact's email address to send an email to the contact or copy the email address to the clipboard.

     MaintainX uses your mobile device's default email application.

   • Select a contact's phone number to start a phone call with that contact, send a text message to the contact, or copy the phone number to the clipboard.

     MaintainX uses your mobile device's default application for voice calls or text messages.