Manage Default Contact Number for Individual Customers

Setting a Default Contact Number

Step 1

When you are already in the Contacts tab, click the contact number pen icon (🖊) to edit and/or set the desired number as the default customer phone.

Step 2

Toggle Is Default ON and click Update Customer Contact to save changes.

A message will appear once changes has been saved.

Deleting a Contact Number

Step 1

To delete previously saved contact number, click the wastebasket icon (🗑) to delete the customer’s old/unused phone number.

Step 2

Confirmation slide-out will appear. Click Yes to confirm contact number deletion.

A message will appear once contact number deletion is successful.