The Contact Management feature allows you to create, assign, and track clients within projects. With multiple ways to create and assign clients, this feature streamlines client tracking and enhances project reporting.

Benefits of contact management

• Centralised tracking: Easily manage and track client details across multiple projects.
• Improved reporting: View client-specific data, including associated projects and financial contributions.
• Efficient assignment: Quickly assign clients to projects individually or in bulk.

Creating a New Contact as a client

From Finance

1. Navigate to Finance from the main menu
2. Go to Sales
3. Click on + Add client
4. Add the contact’s details and click Save
5. Once saved, the client will be available for assignment to projects

From a Project's settings

1. Select a project
2. Click on Edit
3. In Basic information, click on Client
4. Within the dropdown, click on Create new contact
5. Fill in the information and click Save
6. Click on Submit

Ways to assign clients to a Project

1. Assign while creating a new Project

1. In the Projects section, click on + Create project
2. In Step 1: Basic Information, select the client from the dropdown menu

2. Bulk assign Clients to multiple Projects

1. Go to the Projects section
2. Select multiple projects by checking the boxes next to their names
3. On the bar down below, choose Assign Clients

3. Assign Clients via Project settings

1. Navigate to a specific project and click on Edit
2. In the Basic Information section, assign a client to the project

Accessing Client information from the contact page

You can also view and manage client-related project details directly from the Clients section:

1. Go to Finance → Sales and select Clients
2. Click on a client’s name
3. Go to the Projects tab
4. View all the projects associated with that client and their related information