This feature is available on all Goodshuffle Pro Plans.
To begin adding to your directory, navigate to Directory>Add Contact.
The following options will open up, choose which you want to add.
After adding Added Clients, Companies, and Venues to your directory, they will be made easy to find when creating new projects.
Here, we chose to add a New Client. As seen below, you may add custom settings for each Client, Company, or Venue.
For example, if you have a very loyal customer, you can add a discount to his file that will automatically apply. Want to learn how? Click Here.
Want to mark clients as tax-exempt? Click Here.
Want to assign a permanent payment policy to a specific company? Click here.