Customer portal
A second contact on the move
Add a spouse, an assistant or a relocation manager to a move — what they receive, why they don't get the customer's sign-in, and how the customer or the office switches their copies off.
- 1 min read
- Checked against MoveBoard
- For sales, owners & admins
A move often has two people: the customer and someone else who needs to know — a partner, an assistant, the company's relocation manager.
Add them
- In the office: on the order's Customer card, Add'l Contact — first and last name, email and phone, with Receive email and Receive SMS.
- The customer: on their portal's Contact card, Edit › Additional contact, with Also send them every email and text.
Both switches are on for a new contact.
What they receive
Every email and text sent to the customer about this move — confirmations, reminders, the crew's on-the-way text, invoices, receipts, and what the office writes — goes to them as well, beside the customer.
They don't get:
- the customer's sign-in codes,
- your staff's or crew's own notifications.
No personal sign-in link
The additional contact has no portal of their own. In their copy, the customer's sign-in links are swapped for your portal's sign-in page for this order — so they can't open the customer's portal as the customer.
Switch it off
The customer unticks Also send them every email and text, or the office switches off Receive email / Receive SMS. A message to them is then held: texts are switched off for this additional contact.
More on messages: Messages to the additional contact.
Related guides
- Email, texts & callsMessages to the additional contactWhat the second person on a move — a spouse, an assistant, a relocation manager — receives, how to switch their copies on or off, and why their links never sign them in as the customer.
- OrdersThe Customer cardWho the customer is and how to reach them — names, email, phones, best contact, the additional contact, the message switches and the account.
- Customer portalWhat customers can change themselvesThe date, the move details, the addresses and their contact details — what a customer may change in their portal, when it's locked, and what happens on your side when they do.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.