Hoops allows businesses to manage multiple contacts under a single Company customer record, making it easier to keep sales, production, accounts, and communication workflows connected to the correct people without needing to create separate customer records for every contact.
This helps maintain a centralized customer profile while giving teams flexibility to work with multiple stakeholders across the same organization.
Create Company Customers with Multiple Contacts
New customer records can be created from the Customer Board using the Add Customer option.
When creating a Company customer, Hoops requires:
Company Name
Contact First Name
Contact Email Address
Additional contacts can then be added to the same customer record using the Add Another Contact option.
This allows businesses to store multiple contacts such as:
Purchasing managers
Accounts teams
Marketing contacts
Project coordinators
Production contacts
All contacts remain connected to the same Company customer profile.
Use Multiple Contacts Across Hoops
When creating a SalesDoc, users can search by the Company name and then select from any of the available contacts linked to that business.
This removes the need to create duplicate customer records for each individual contact while making it easier to manage communication across larger organizations.
Additional contacts can also be added during SalesDoc creation by selecting the customer, choosing Edit, and then using Add Another Contact directly from the customer profile.
Select Invoice Contacts
When generating invoices, Hoops also allows users to choose which contact from the Company should receive the invoice.
This helps ensure billing documents are sent to the correct person while keeping all contacts organized under a single customer account.
By default, when an Invoice is sent to your accounting package (Xero or QuickBooks Online, the Company Email field is used for the invoice. Thie helps with larger organizations such as schools or corporate companies who have formal billing departments.
An example:
Company Name: Coca Cola
Company Email: billing@cocacola.com
Contact 1 Name: James Smith
Contact 1 Email: james@cocacola.com
By default, the invoice will go to the Company Email (billing@cocacola.com), this can be overridden while creating the invoice. Learn more
By managing multiple contacts within one Company customer record, Hoops provides a more organized and scalable approach to customer management across SalesDocs, Jobs, invoicing, and customer communication.