How to update or replace a customer's contact and set a new primary contact?

A customer's contacts can be managed directly from the Customers tab in WizCommerce. You can add a new contact, choose which one is the primary, and remove an old contact. Changes take effect immediately, so the customer's profile reflects the update across the platform right away.

» How to change or replace a contact

1. Go to Customers → All Customers
2. Find the customer whose contact needs to be updated using the search bar or column filters.
3. Open the edit view in either of two ways:
   • Click the Action column for that customer in the Customers list, or
   • Click the Customer's Name to open their profile, then click the three-dot menu at the top and click Edit.
4. Go to Contact → Add Contacts and add the new contact's details.
5. Open the old contact you want to remove, click Edit, then click Delete.
6. Save the changes and confirm the update with the customer.

» How to set or change the primary contact

1. Open the Customer and go to Add Contacts.
2. Find the contact you want as the main point of contact.
3. Enable Set as Primary on that contact.
4. Save the changes.

The primary contact is the one that auto-fills onto new orders for this customer, so make sure the correct person is set as primary.

» Things to keep in mind

• A primary contact can be deleted. When you delete the primary contact, the first contact in the list will automatically become the primary contact. 

• Permissions: If you do not see the option to edit contacts, your role might not include the required permission. Reach out to your admin to enable it under Settings → User Management → Roles.