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Account Contact Opt-In Options

Contact Management

Account Contact Opt-In Options

What do the contact checkboxes associated with an account do?

Last updated on 12 Mar, 2026

  • Primary Contact? - There can only be one of these at each account, and the primary contact will be the first in the list of contacts.  

  • Receive Invoices? - When checked, those contacts will be offered to the person confirming the order in the Confirm Orders & Send Emails prompt.   Their checkbox will not be auto-checked, so the person confirming must choose them. If this box is not checked, that contact will never be offered on that Confirm Orders & Send Emails prompt; think of this box as the "opt-in" option.  Contacts with this checkbox enabled will also receive past-due invoice notifications (if the Vinosmith A/R system is enabled.)

  • Always CC when confirming an Order?  - This will auto-check that contact on that Confirm Orders & Send Emails prompt, so the person confirming does not have to do the extra click of checking the box every time.

  • Buyer? - This flag will note that they are a Buyer on their contact card. It does not do anything special.

  • Marketplace? - This flag allows a contact to access Vinosmith's Marketplace 

  • Archived? - This flag allows you to archive a contact at an account. Once a contact is archived, their contact information will no longer appear under the account’s contacts.

 

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