DocsClients
Contact Management
Organize multiple contacts for each client organization.
Contact Management
For clients that are organizations, you may need to track multiple contacts.
Primary vs Secondary Contacts
- Primary Contact: The main person you invoice and communicate with
- Additional Contacts: Other team members or stakeholders
Contact Fields
Each contact includes:
- Full name
- Email address
- Phone number
- Role/Title
- Notes
Using Contacts
When creating invoices or quotes:
- Select the appropriate contact to address
- The contact's email will be used for sending
- Contact name appears on the document
Best Practices
- Keep contact information up to date
- Add notes about communication preferences
- Record roles for proper addressing