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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:

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Managing Contacts

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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

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Edit Existing Contact

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

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Remove Contact

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

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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

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Billing Role

Receives all billing-related communications:

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

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Legal Role

Receives legal and contract communications:

• Quote signature requests
• Contract renewal notifications
• Terms and conditions updates
• Amendment approvals

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Updates Role

Receives general updates:

• Product announcements
• Service notifications
• Maintenance windows
• Feature updates

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Admin Role

Receives all communications (combination of all roles). Use this for small businesses where one person handles everything.

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Contact Fields

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Common Scenarios

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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

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Small Business

Single owner/operator:

• One contact with Admin role receives all communications

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Best Practices

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Troubleshooting

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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

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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