Client Contacts

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Introduction

Client Contacts are individuals within a client organization who can be associated with one or more projects within your software. By adding client contacts, you are able to easily manage who within a client organization you are communicating with and keep track of their information, such as their name, email, and phone number.

This information is stored with the client’s record, making it accessible across all projects that are associated with that client.

Having this information stored in one place helps ensure that all members of your organization have access to the most up-to-date information about the client and their contacts, including contact information as well as the number of projects a contact is associated to.

In this section, you will learn how to add and manage client contacts within your software.

Adding Client Contacts

  1. Navigate to the client profile you want to add a contact for.
  2. Navigate to the ‘Contacts’ tab.
  3. Click the ‘Add Contact’ button.
  4. Fill in the contact form (please note you must include at least an email or a phone number, but you don’t need both). It’s also recommended to add a description, ideally the contacts position at that company, so that they are more easily recognizable.
  5. Click ‘Save’

Editing Client Contacts

  1. Navigate to the client profile you want to add a contact for.
  2. Navigate to the ‘Contacts’ tab.
  3. Find the contact that you wish to edit and click on the ‘more’ ellipsis at the top right hand corner of the card.
  4. Click ‘Edit’
  5. Make necessary changes and click ‘save’.
  6. Fill in the contact form (please note you must include at least an email or a phone number, but you don’t need both). It’s also recommended to add a description, ideally the contacts position at that company, so that they are more easily recognizable

You can see more information about adding contacts to projects here.

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