Contacts can store individual people for a company. Customer contacts can also show B2B sale agents in the B2B Agents tab.
Use contact people for the people who work at the customer or supplier company, such as buyers, accounts-payable contacts, warehouse contacts, or sales contacts. Use sale agents when a B2B sales agent should be linked to a customer for portal or agent workflows.
These are separate concepts. A contact person is part of the company contact record. A B2B sale agent is a portal-related user link for a customer.
Contact People
Open a contact and select the Contacts tab.
If no contact people exist, Qoblex shows There are no contacts defined yet. Click the “Add Contact” button below to add new contacts. Otherwise, the tab shows a table of contact people.
The contact people table has columns for Name, Email, Phone, Title, and a delete action.
Contact people are useful when the company has more than one person involved in orders, purchasing, billing, or delivery. They do not replace the main company name or the contact’s primary email address.
Add a Contact Person
Select Add Contact.
Qoblex adds a new row where you can enter:
- Name.
- Email.
- Phone.
- Title.
Save the contact to keep the new contact person.
Contact people are saved together with the main contact. They are not saved as a separate action from the Contacts tab.
Recommended usage:
- Add one row per person.
- Enter the person’s full name.
- Add a direct email address when available.
- Add phone and title if they help your team choose the right contact.
- Save the contact before closing the editor.
If you close or cancel the editor before saving, the new contact person is not kept.
Edit a Contact Person
Update the person’s row in the Contacts tab, then select Save & Close in the contact editor.
Qoblex validates contact person rows when saving. Each contact person must have a name. Email fields must contain valid email addresses.
If a contact person row is incomplete, Qoblex shows One or more contacts has an empty name and blocks the save until the row is corrected or removed. This message also appears when a row’s email is blank, not only when the name is missing.
If a contact person has an invalid email address, Qoblex identifies the affected person with Contact [name] has an invalid email.
When correcting validation errors, check every contact-person row. One invalid row can block saving changes to the whole contact.
Delete a Contact Person
Select the delete icon on the person’s row. The icon tooltip is Delete this contact.
Qoblex marks the person for deletion. Save the contact to keep the deletion. If you cancel the contact editor, the deleted contact person is restored for that dialog session.
Delete a contact person when that person no longer works with the account or should no longer be shown to your team. If you only need to correct an email or title, edit the row instead.
B2B Sale Agents
Open a customer contact and select the B2B Agents tab.
The tab lists sale agent email addresses linked to the customer for B2B. New contacts must be saved first — until then Qoblex shows Please save the customer before adding sale agents.
If no sale agents exist, Qoblex shows No agents invited to B2b Portal yet.
If sale agents cannot be loaded, Qoblex shows Oops! Something went wrong and we couldn’t load sale agents, please refresh your page. Refresh the page and reopen the customer.
The B2B Agents tab is for existing B2B sale-agent links. It is not the place to create a new sale agent invitation.
Use this tab when you need to:
- check which sale agents are linked to the customer
- remove an incorrect sale-agent link
- confirm whether a customer is already assigned before sending another invitation from the Customers list
New contacts must be saved before Qoblex can load sale agents because the customer needs an existing contact record.
Remove a Sale Agent
Select the delete icon beside the sale agent email address. The icon tooltip is Delete this B2B Agent.
Qoblex removes the sale agent from the visible list. When you save the contact, Qoblex deletes the selected sale agent links. On success, Qoblex shows Agents deletion succeeded.
If sale agent deletion fails, Qoblex shows Oops! Something went wrong and we couldn’t delete sale agents, please refresh your page and may also show the returned error details.
If you cancel the contact editor before saving, the sale agent removal is not sent.
Removing a sale agent link affects that customer’s sale-agent assignment. It does not delete the customer contact record and does not remove the contact people in the Contacts tab.
Invite New Sale Agents
New sale agents are invited from the Customers list, not from the contact editor.
See Invite customers and sale agents to B2B.
