Creating/Editing Contacts
After creating a project you will enter contact information for all clients involved in the project. The first option to do so is by clicking "Add Client Contact" on the main project view as seen below (scroll down to the bottom of the project):
You will select the "Role/Relationship For This Project" for this particular contact (default is "Client") then either enter their first and last name as well as their email address/email type and phone number. Email addresses and phone numbers must be unique. If one or the other is not unique, you will get the error message "This email (or phone number) is already in use as a primary email address (or phone number). You can then click on "From CRM" and search for that contact and add them to the project.
In this case we will select "Client" as their role and enter "Testina Client #1" for their first and last name. After clicking "Save Contact", it will take you back to the main project view. Here you can add Tester's additional phone number(s) and email address(es) by clicking on the "+" next to their name then "Add". You can also go to the Contacts page by clicking the "Contacts" icon to add/edit contacts as well as manage who from your staff will be involved in this particular project.
After clicking "Add", you can do things such as add an email address, physical address, phone number, touch and a follow up reminder.
After clicking "Add Email Address", you will enter the contact's email address and select the type of email address it is (billing home, etc.) and click "Create"
NOTE: If you would like to request signatures by email, you will need to enter a unique email address.
After clicking "Add Address", you can create a new address or select "Copy from CRM" and search the CRM for an address that is already in the system. If creating a new address, you will select the address type (billing, destination, etc.) and enter a reference name (if desired). Then, begin typing in the street address and the system will automatically narrow down the address via Google. After finding the correct address, click on it and then click "Create".
After clicking "Add Phone Number", you will enter the contact's phone number, extension (if applicable), toggle whether or not the phone number is able to receive/send SMS messages and the type of phone number it is (Business, Cell, Fax, etc.) and click "Add Phone Number".
NOTE: The phone number MUST be unique
After clicking "Add Touch", you will select the touch type (call, text, email, etc.), touch date, touch temperature and add a note if desired. Then click "Create".
After clicking "Add Follow Up", you will give it a title, search for who (in your company or other company) will be making the follow up, select the follow up type (call, text, email consult, etc.), enter the start and end time and add a description, if desired. You can also upload docs and invite team members to the follow up. Once all information is entered, click "Create".
One final way to add a contact is by clicking the "Actions" icon and choosing "Add Contact" from the drop down.
