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

• Centralized 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

Follow these steps to create a new client:

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

Ways to assign clients to a Project

1. Assign while creating a new Project

1. Create a new project from the Projects section
2. In Step 1: Basic Information, select the client from the dropdown menu

The selected client will automatically appear in the project’s data table, ensuring easy tracking and reporting.

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. Click on Actions and choose Assign Clients

This method allows you to efficiently assign a single client to multiple projects at once.

3. Assign Clients via Project settings

1. Navigate to a specific project and click on it
2. Go to the Settings tab
3. 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 and select Contatcs
2. Click on a client’s name (e.g., "Alan Insurance")
3. View all the projects associated with that client and their related information