Customer Contacts

Manage multiple contacts per customer with role-based notifications

Production or Sandbox

Customer Contacts

Alguna supports multiple contacts per customer, each with specific roles determining which communications they receive. Configure billing contacts, legal signatories, and update recipients to ensure the right people get the right information.

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Overview

Each customer can have multiple contacts with different roles:

Preference	Receives
Billing	Invoices, receipts and payment reminders
Legal	Quotes sent for signature, and contract correspondence
Updates	General account and service notifications

A contact can hold any combination, including all three. Select every preference that applies rather than looking for a catch-all.

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Managing Contacts

Add a New Contact

1. Navigate to Customers → [Customer Name] → Contacts
2. Click + New Contact
3. Enter contact details:
   • First name and last name
   • Email address
   • Phone number (optional)
   • Job title (optional)
4. Select email preferences (roles)
5. Click Save

Edit Existing Contact

1. Click on the contact in the list
2. Update details or email preferences
3. Click Save

Remove Contact

1. Click the three-dot menu on the contact
2. Select Delete Contact
3. Confirm deletion

Set Primary Contact

1. Click on the contact
2. Toggle Primary Contact on
3. Click Save

The primary contact is used as the default for communications when no specific role is required.

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Contact Roles

Billing

Receives all billing-related communications:

• Invoice notifications
• Payment receipts
• Payment failure alerts
• Payment method expiration warnings
• Credit notes and refunds

Legal

Receives contract correspondence:

• Quotes sent for signature
• Contract renewal notices

Updates

Receives general account and service notifications.

For a small customer where one person handles everything, give that contact all three preferences rather than looking for an “all” option.

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Contact Fields

Field	Required	Description
First Name	Yes	First name
Last Name	Yes	Last name
Email	Yes	Email address
Phone	No	Phone number
Job Title	No	Job title
Email preferences	No	Which communications this contact receives. A contact with none set receives none
Primary	No	Marks the main contact for the customer

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Common Scenarios

Enterprise Customer

Large companies typically need:

• Primary billing contact: Director of Finance or AP lead
• Backup billing contact: Accounts Payable department email
• Legal contact: General Counsel for contract signing
• Technical contact: CTO or IT lead for service updates

Small Business

Single owner/operator:

• One contact with all three preferences selected, so they receive everything

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Best Practices

Multiple Billing Contacts

Add backup billing contacts for payment continuity.

Separate Legal Contact

Ensure quotes reach decision-makers with signing authority.

Validate Emails

Verify email addresses to ensure delivery.

Keep Current

Update contacts when employees change roles or leave.

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Troubleshooting

Emails Not Reaching Contact

1. Verify email address is correct
2. Check contact has appropriate role
3. Review delivery logs for bounces
4. Check spam filters and email settings

Missing Role Communications

1. Confirm contact has the required role assigned
2. Check if contact is unsubscribed
3. Verify email preferences settings

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Next Steps

Customer Management

Learn about customer accounts.

Customer Tax Rates

Configure tax settings.