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Contacts represent the people you interact with while creating a project for the client. Contact pages store detailed information about your communications with each person, including CRM related activity and order history.
On this page:
How to create a client contact
How to delete a client contact
How to restore a deleted client contact
How to create a client contact
You can add a new client contact from the client page's Contact tabs, the Clients tab, and any presentation/estimate/sales order/invoice.
To create a contact from the client page's Contact tab:
- Click Contacts tab
- Click "Add Contact"
- Enter your contact details
- Click Save
You need permission to "Create/Modify Account" to create new client contacts.
How to delete a client contact
You can't delete client contacts, but you can make them inactive so that they don't pull into your forms or reports.
To make a contact inactive:
- In the contacts tab> Click on the contact you want to delete
- Deselect the box icon next to "Active"
- Click "Save"
The inactive contact will move to the "Inactive Contacts" department. You can recover an inactive contact by selecting them under "Inactive" and select the the box icon beside "Active" then click "Save".
If moving the client's primary contact to inactive, edit the Overview tab first and change the primary to a new contact. Click Save, then move your contact into the "Inactive Contacts" department.
How to restore a deleted client contact
To restore a deleted client contact:
- Go to the client page's "Contacts" tab
- Click the contact under the "Inactive" section
- Select the box icon next to "Active"
- Click "Save"
Contact details
When adding or editing a client contact, you can customize the following details:
- First name
- Last name
- Position
- Phone number (click Add Phone to add additional phone numbers)
- Department
- Twitter handle
- Linked In
- Skype
- Address (pulls to the Mailing List Report)
- No Marketing (whether or not you want to enroll this client for marketing emails)
- Tags
Edit contact details
To edit contact details:
- Click the client contact
- Make the necessary edits to their contact details
- Click Save
Departments
You can organize client contacts based on their role by assigning them to a specific department.
The Department options are:
- Executive
- Marketing
- Shop (these contacts can be automatically created through a Company Shop)
- Sales
- Purchasing
- Accounting (these contacts are automatically cc'd on deposit invoices/invoices)
- Administration
- Human Resources
- Other
- Inactive Contacts (deleted contacts)
The department options cannot be added to or customized. If you are choosing a department for your client import template, "Inactive Contacts" is excluded from this list.
Contact tags
You can use contact tags to filter your Mailing List Report.
To create a tag from the client profile:
- Click the "Contacts" tab
- Select a contact
- Click the text field for Tags
- Type your tag(s) into the field
- Click Save
You can create new contact tags or select existing contact tags from the drop-down that populates as you type. Contact tags can be managed through your Dashboard's Tags tile.