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Many greenhouse customers have multiple people you work with - from the owner to the purchasing manager to the person who receives deliveries. WorkSuite Fulfill lets you manage all these contacts effectively.

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Why Multiple Contacts Matter

Many customers have multiple people you work with for different purposes. Store contact information for:
  • Owners and decision makers
  • Purchasing managers
  • Receiving personnel
  • Accounts payable staff
  • Operational managers

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Viewing Customer Contacts

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Accessing the Contact List

  1. Navigate to the customer detail page
  2. Click the Contacts tab
  3. You’ll see a grid listing all contacts for this customer

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Contact Information Displayed

Each contact shows:
  • First Name: Contact’s first name
  • Last Name: Contact’s last name
  • Title: Job title or role
  • Phone Number: Contact phone
  • Email Address: Contact email

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Adding New Contacts

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Step-by-Step Process

  1. Go to the customer detail page
  2. Click the Contacts tab
  3. Click the Add New button (green plus icon)
  4. Fill in the contact form:
Required Fields:
  • First Name: Contact’s first name
  • Last Name: Contact’s last name
  • Phone Number: Contact phone number
  • Email Address: Contact email address
Optional Fields:
  • Title: Job title or role (e.g., “Store Manager”, “Purchasing Director”)
  1. Click Save to add the contact

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Contact Information Tips

Use Descriptive Titles
  • Include the person’s role or responsibility
  • Examples: “Owner”, “Purchasing Manager”, “Receiving Coordinator”
  • Helps identify who to contact for what purpose
Verify Contact Information
  • Double-check phone numbers include area codes
  • Verify email addresses are spelled correctly
  • Test important email addresses if possible

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Editing Contact Information

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Making Updates

  1. In the Contacts tab, click on the contact you want to edit
  2. Update any fields as needed:
    • First name
    • Last name
    • Title
    • Phone number
    • Email address
  3. Click Save

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Common Updates

Contact Information Changes
  • New phone numbers
  • Updated email addresses
  • Changed job titles or roles
When People Change Roles
  • Update the title field to reflect new responsibilities
  • Update contact information if phone or email changed
  • Add a new contact if someone else takes over the role

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Best Practices

Contact Management Best Practices

  • Keep contact information current with regular updates
  • Use descriptive titles to identify each person’s role
  • Include area codes with all phone numbers
  • Verify email addresses to avoid bounced messages
  • Add new contacts when people change roles rather than updating existing ones

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Regular Maintenance

Keep Information Current
  • Update contact information when it changes
  • Add new contacts for new employees
  • Review contacts periodically to ensure accuracy
  • Use titles to clearly indicate each person’s role
Data Quality
  • Verify phone numbers work
  • Test email addresses for important contacts
  • Keep titles up to date as roles change
  • Remove outdated contacts when appropriate

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Troubleshooting

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Common Issues

Contact Not Found
  • Search by partial first or last name
  • Check spelling variations
  • Verify you’re looking at the correct customer
Contact Information Won’t Save
  • Verify all required fields are filled (First Name, Last Name, Phone, Email)
  • Check email address format is valid
  • Ensure phone number is properly formatted
  • Try refreshing the page and trying again

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What’s Next?

After setting up customer contacts: