Add your company's addresses, emails and phone numbers
Keep the addresses, email inboxes and phone numbers your company uses, give each one a purpose, and see where customer replies land.
In the sidebar, open Administration, then choose Contact Points under Company. The page address is /settings/org/contact-points.
Before you start
- Anyone whose role can read contact points can open this page. Adding, changing and removing them are separate permissions; ask your admin if a button is missing.
- Changes save automatically. There is no page-level save button, and a new row is created as soon as its required fields are filled in.
Steps
To add an address:
- Under Addresses, press Add address. A New address card opens.
- Type the address in Search address and pick the match, or press Edit manually to fill in Address details yourself. Nova needs at least the first line, the city and the country; as soon as it has them, the card saves itself and joins the list.
- Open the saved card, choose a Role for the address (for example billing or mailing) and turn on Primary for role if this is the main address for that role.
- Under the address, check the map pin. Picking a search result places it for you; press Move pin (or Set pin on map) to place it in the Set address pin window, or Type coordinates instead to enter a latitude and longitude. Open Advanced for the optional fields: Timezone, Notes, and Archived.
To add an email:
- Under Emails, press Add email.
- Type the Email address. As soon as it is a valid address, the card saves itself and joins the list.
- Open the saved card, add a Label people will recognise and pick a Purpose (billing, support and so on). The purpose decides which kind of message replies to this inbox.
- Turn on Primary if it is the main inbox for that purpose.
To add a phone number:
- Under Phones, press Add phone.
- Type the Phone number with its area code. As soon as it is a valid number, the card saves itself; open it to add a Label and pick a Purpose.
What you see
- Where customer replies go links to Customer messages, where each category chooses its sender and approved reply address. Text replies return to the sending number.
- Each saved contact point is a card you can open to edit. Remove on a card asks Remove contact point? first; the item is archived, not deleted.
- Phones also offers Purchase number and Transfer number, which open the phone number settings in a new window, and a link to Manage phone line integrations. Numbers that Nova manages for texting and calling are hidden here on purpose.
If something looks different
- Add address is greyed out with a message about a draft: finish or Discard the card you already started before adding another.
- A new email or phone will not save: the address has to be a valid email, and the phone number has to be a full number with its area code.
- A category can use the sending inbox for replies or choose another approved reply address. Change that choice in Customer messages. Contact-point purposes supply defaults when no reply address is chosen.