Adding Project Contacts

Additional contact information can be stored in your projects and will also be automatically saved to your clients profile so they can easily be added agin on future jobs.

1.) To add a new contact, use the Contact + button in your project (client's spouse, office manager, etc).


2.) Each contact has a Title, First Name, Last Name, Email Address, Phone number and Notes. All of these fields are not required to be filled in, only the information you need.


3.) Contacts appear on the Project page between the Project Information and the Action Buttons.


4.) View these Contacts on the Clients page below Projects.


Contacts will also show up on the drop-down menu when sending emails so you can quickly add them.

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