Skip to main content
Each client record holds one set of contact details: the email address and phone number you use for that client.

The fields

The email address is a link, so clicking it opens a new message in your mail app.

Edit the details

Click any field on the client page, type and save. Or click Edit Client to change several at once. Clearing a field and saving empties it on the record.
Dealing with several people at the same company? Keep their names and numbers in Notes, and use contact email and phone for the main point of contact.
A client with no contact email can still be sent invoices and quotes. Choose Custom emails only when sending and type the address yourself.

Next steps

Manage clients

Adding, finding and deleting client records.

Send an invoice

Where the contact email gets used.