This feature is available on all Goodshuffle Pro Plans.
Goodshuffle Pro lets you keep helpful notes, policies, and files associated with any contact—including clients, venues, or companies—so you can deliver a more personalized experience and work more efficiently.
Add and Store Important Details
You can store useful info in the Contact Detail Panel by clicking on a contact from:
A project (via the contact sidebar)
The “Directory” tab under Contacts
In the contact view, you can add:
Internal notes (e.g., “Prefers morning pickups” or “Their child’s birthday is in July”)
Payment terms
Linked companies or contacts
Upload and Tag Files to a Contact
You can upload files like:
Inspiration boards
Tax exempt certificates
Certificates of Insurance (COIs)
There are two ways to associate a file with a contact:
Upload it directly in the contact’s “Files” tab.
Upload in the general “Files” tab and use the “Tag” feature to assign it to a contact.
📌 Files associated with a contact will show up as Suggested Files when building a new project with them.
You can tag a single file to multiple contacts if needed.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!