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New Customer Contact

Creating a New Customer Contact in Quotify CRM

To add a new contact to an existing customer:

  1. Open the customer profile from the admin dashboard

  2. Navigate to the “Contacts” tab

  3. Click the “New Contact” button

Contact Details

Fill out the following fields:

  • First Name – Contact’s first name

  • Last Name – Contact’s last name

  • Position – Their role in the company

  • Email – Used for login and receiving notifications

  • Phone – Contact’s phone number

  • Password – Optional, or send a password setup email

  • Primary Contact – This will be auto-selected for the first contact and cannot be disabled

Email Options

  • Do Not Send Welcome Email – Enable if you don’t want this contact to receive a welcome email

    Note: This email is controlled in Settings → Email Templates → New Customer Added/Registered.
    If the template is disabled, no welcome email will be sent even if this box is unchecked.

  • Send Set New Password Email – Sends a link for the contact to set their password. The link is valid for 48 hours.

Permissions

Assign permissions to define which features the contact can access in the client portal.
These can be pre-set under Settings → Customers or configured individually.

⚠️ Contacts without any assigned permissions won’t see any modules in their client area.

You can tailor permissions based on your workflow. For example:

  • A contact without Invoices permission won’t be able to view invoices

  • If you disable Projects, the module won’t appear in the client area for that contact

Available Permissions:

  • Invoices

  • Estimates

  • Contracts

  • Proposals

  • Support

  • Projects

  • Email Notifications

Email Notifications Per Contact

You can fine-tune which contacts receive notifications for specific modules.
For example:

  • You can enable project access for multiple contacts, but only one of them can be set to receive project-related emails

  • If all contacts have access to invoices, you can configure only specific ones to get invoice overdue reminders or updates

This also affects email sending behavior. For instance, when sending an invoice:

  • Quotify CRM will auto-select contacts who have email notifications enabled for invoices

  • If you manually select a contact without email permissions, the invoice will still be sent to them, along with any others you select

Available Email Notification Settings:

  • Invoice

  • Credit Note

  • Estimate

  • Support Ticket

  • Project

  • Contract

  • Task (Only for project-related tasks)

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