Use this article to do three smaller jobs on a contact profile: keep a billing address that differs from the contact address, store dated photos in the gallery, and issue a punch ID for check-ins. Marcus Reed is our example.
How do I add a billing address to a contact?
To add a billing address, open the ① Billing tab on the contact profile and click ② Edit on the Billing Address card.
In the Update billing address form, enter ① First Name and ② Last Name as they appear on the account, ③ Street, ④ Postal Code, ⑤ Country, ⑥ State / Region and ⑦ City, then click ⑧ Submit.
The ① Billing Address card now shows ② the name, address, country, state and zip code.
How do I add photos to a contact's gallery?
To add photos to the gallery, open the ① Files tab on the contact profile, choose ② Gallery and click ③ Add Photos.
In the Add photos dialog, drop photos onto ① the drop zone or click it to choose files (JPG, PNG or HEIC, several at once). Set ② the Date the photos belong to (today by default), add ③ a Description and click ④ Save.
The gallery groups the photos under ① the date with the description, so you can scroll back through the contact's history.
How do I generate a punch ID for a contact?
The Contact Tag card on the profile Overview holds ① the punch ID and its barcode. Click ② Auto Generate to issue a new ID; ③ Activate Tag pairs a physical card or key tag using a scanner.
Confirm ① the Generate Punch ID prompt with ② Yes. The previous ID stops working.
① The new punch ID and ② its barcode replace the old ones.
Note: Generating a new punch ID sends the contact an email with the new number.