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Client Contacts

Each client can have one or more contacts — the people you communicate with for that client’s projects.

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Adding a contact

  1. Open the client record
  2. Go to the Contacts section
  3. Click Add Contact
  4. Fill in the contact’s name, email, phone, and any notes
  5. Save

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Editing or removing contacts

Click on any contact in the list to edit their details. You can also remove contacts you no longer need.

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When contacts are used

Contacts appear on the client detail page for quick reference. They help you keep track of who to reach out to for each client without needing a separate address book.