How to create or edit client contacts

Client contacts are essential. They act as a bridge between a company, and its clients and is good for building customer relationships, feedback, and referrals.

Steps: 

1. Navigate to MASTER FILES > Clients
2. Use the Filters to narrow down your search, or scroll through the list of CLIENT CODES
3. Select a Client
4. Click on Settings and select Client Contacts from the list. 
5. Enter the following information
   
   

   Category	Description
   Contact Name	Required - Enter a contact name. This information will appear in the header section of estimates and invoices.
   Company Name	Enter a company name. - By default, estimates and invoices display the client name - so this field should be left empty unless you want estimates and invoices assigned to this contact to display a different name than the client name. It should only be used where there are multiple companies for a single client.
   Job Title	Enter a job title. This information will appear in the header section of estimates and invoices.
   Email	Enter an email address - required if you wish to email estimates or invoices to the contact directly from the system.
   Office Phone	Enter an office phone number.
   Direct Phone	Enter a direct phone number.
   Mobile Phone	Enter a mobile phone number.
   Fax	Enter a fax number.
   Address 1	Enter an address. This information will appear in the header section of estimates and invoices.
   Address 2	Enter an address suite or floor number.
   City	Enter the city.
   State	Enter a state.
   Country	Enter the country.
   Zip Code	Enter the zip code.
   Default Estimate Contact	Check the box if this contact is to be the default for estimates on new jobs created for this client. When a new job is created - the estimate contact for the job defaults to the designated 'Default Estimate Contact' for the client. Then, when a new estimate is created, the job's estimate contact will be assigned, but can then be changed at the estimate level. Note that changing the default estimate contact for the client will not update/change the contact assigned to existing jobs or estimates.
   Default Invoice Contact	Check the box if this contact is to be the default for invoices on new jobs created for this client. When a new job is created - the invoice contact for the job defaults to the designated 'Default Invoice Contact' for the client. Then, when a new invoice is created, the job's invoice contact will be assigned, but can then be changed at the invoice level. Note that changing the default invoice contact for the client will not update/change the contact assigned to existing jobs or invoices.
   Statement Contact	Check if you wish the contact to be the default contact for a statement.
   Active	Check if you wish the contact to remain active in the system.

    

6. Click on Invoice Notes or the Files and Hyperlinks button to add any additional information or attachments about the client contact. Any notes entered here will appear in the header section of invoices that are assigned to this contact.
7. Click the SAVE button.