Secondary Contact Management

Description:

Secondary Contact Management allows businesses to store and manage multiple delivery addresses for single customers. Many B2B customers have multiple locations requiring different delivery addresses, and this module provides flexible address management.

Key Features:

  • Multiple delivery addresses per customer
  • Easy selection of delivery address on orders
  • Address hierarchy and organization
  • Integration with sales and fulfillment modules
  • Support for billing vs. shipping address distinction
  • Automatic address population on documents

How It Works:


Create secondary contact records for each customer location. When processing orders, users simply select the appropriate delivery address from a dropdown, eliminating manual address entry and reducing errors.

Address Management:

  • Primary and secondary addresses for each customer
  • Geographic organization of customer locations
  • Department or division-specific addresses
  • Shipping address distinct from billing address
  • Regional warehouse or distribution center addresses
  • Support for temporary delivery addresses

Benefits:

  • Reduce manual address entry and errors
  • Faster order processing with address selection
  • Accurate routing to correct customer locations
  • Better customer satisfaction with correct deliveries
  • Support for complex customer relationships
  • Improved logistics planning

Ideal For: B2B distributors, wholesale businesses, companies with multi-location customers, and organizations requiring flexible delivery address management.

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